+212.2%
GLD price history and return analytics
+223.7%
-11.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.4% |
| 7D | +4.9% | +0.4% | +4.6% | +4.9% |
| 30D | -1.3% | -2.6% | +1.3% | -0.9% |
| 3M | -4.8% | -3.2% | -1.5% | -4.2% |
| 6M | -12.5% | +0.9% | -13.4% | -12.6% |
| YTD | -4.2% | +11.3% | -15.5% | -5.6% |
| 1Y | +3.0% | +14.0% | -11.0% | +1.3% |
| 3Y | +109.1% | +75.8% | +33.3% | +95.5% |
| 5Y | +121.6% | +57.8% | +63.7% | +107.5% |
| 10Y | +212.2% | +219.8% | -7.6% | +166.5% |
| All | +212.2% | +223.7% | -11.5% | +166.5% |
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