+60.9%
BGLD price history and return analytics
+80.4%
-19.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | +0.1% |
| 7D | +1.8% | +0.4% | +1.4% | +1.7% |
| 30D | -1.3% | -2.6% | +1.3% | -0.8% |
| 3M | -3.6% | -3.2% | -0.3% | -3.0% |
| 6M | -5.9% | +0.9% | -6.8% | -6.0% |
| YTD | -4.8% | +11.3% | -16.1% | -6.5% |
| 1Y | -4.0% | +14.0% | -18.0% | -6.0% |
| 3Y | +62.0% | +75.8% | -13.8% | +48.7% |
| 5Y | +67.4% | +57.8% | +9.6% | +54.0% |
| All | +60.9% | +80.4% | -19.5% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling