+205.6%
GLD price history and return analytics
+222.7%
-17.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | -5.5% | +2.9% | -8.4% | -6.0% |
| 30D | -7.0% | -2.5% | -4.5% | -6.6% |
| 3M | -12.4% | -3.3% | -9.0% | -11.8% |
| 6M | -18.0% | +1.5% | -19.6% | -18.2% |
| YTD | -10.5% | +11.4% | -21.8% | -11.7% |
| 1Y | -8.1% | +11.9% | -20.0% | -9.4% |
| 3Y | +97.7% | +73.9% | +23.8% | +85.1% |
| 5Y | +103.4% | +57.9% | +45.5% | +90.6% |
| All | +205.6% | +222.7% | -17.0% | +169.3% |
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