+215.4%
GLD price history and return analytics
+220.7%
-5.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +2.8% | -0.1% | +3.0% | +2.8% |
| 30D | -4.0% | -3.1% | -0.9% | -3.4% |
| 3M | -8.2% | -3.5% | -4.7% | -7.7% |
| 6M | -14.8% | +0.5% | -15.3% | -14.8% |
| YTD | -6.8% | +10.8% | -17.6% | -8.0% |
| 1Y | -2.4% | +11.9% | -14.3% | -3.8% |
| 3Y | +105.8% | +73.0% | +32.8% | +92.8% |
| 5Y | +113.3% | +58.6% | +54.7% | +99.9% |
| All | +215.4% | +220.7% | -5.3% | +177.2% |
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