+205.0%
GLD price history and return analytics
+215.5%
-10.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +4.7% | -2.3% | +7.0% | +5.1% |
| 30D | -0.9% | -5.0% | +4.1% | 0.0% |
| 3M | -4.4% | -4.9% | +0.5% | -3.5% |
| 6M | -13.6% | -1.5% | -12.0% | -13.2% |
| YTD | -6.0% | +8.5% | -14.5% | -6.9% |
| 1Y | +1.8% | +11.4% | -9.6% | +0.5% |
| 3Y | +103.2% | +70.1% | +33.1% | +90.9% |
| 5Y | +119.3% | +53.7% | +65.6% | +106.4% |
| All | +205.0% | +215.5% | -10.6% | +160.5% |
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