+206.1%
GLD price history and return analytics
+221.8%
-15.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | -4.6% | +2.4% | -6.9% | -5.0% |
| 30D | -5.5% | -1.5% | -4.0% | -5.2% |
| 3M | -10.9% | -4.1% | -6.8% | -10.2% |
| 6M | -17.4% | +0.6% | -18.0% | -17.4% |
| YTD | -10.3% | +11.0% | -21.3% | -11.5% |
| 1Y | -7.2% | +13.3% | -20.5% | -8.7% |
| 3Y | +96.9% | +73.4% | +23.5% | +84.4% |
| 5Y | +103.8% | +57.4% | +46.3% | +91.0% |
| All | +206.1% | +221.8% | -15.6% | +169.8% |
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