+65.6%
BGLD price history and return analytics
+86.0%
-20.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | 0.0% | +1.0% | -1.0% | -0.2% |
| 30D | -0.8% | -0.2% | -0.5% | -0.7% |
| 3M | -0.7% | +4.5% | -5.3% | -1.5% |
| 6M | -7.8% | +14.1% | -21.8% | -9.8% |
| YTD | -2.0% | +14.8% | -16.8% | -4.3% |
| 1Y | +3.2% | +21.2% | -18.0% | 0.0% |
| 3Y | +70.0% | +76.6% | -6.6% | +55.7% |
| 5Y | +75.2% | +66.6% | +8.6% | +59.9% |
| All | +65.6% | +86.0% | -20.4% | +48.3% |
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