-19.5%
GLDG price history and return analytics
+66.2%
-85.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +3.9% | +1.0% | +2.9% | +2.9% |
| 30D | +4.9% | -0.2% | +5.1% | +5.2% |
| 3M | +15.1% | +4.5% | +10.5% | +10.7% |
| 6M | -30.5% | +14.1% | -44.6% | -37.5% |
| YTD | -14.4% | +14.8% | -29.2% | -22.9% |
| 1Y | -12.3% | +21.2% | -33.5% | -24.1% |
| 3Y | +32.1% | +76.6% | -44.5% | -18.5% |
| 5Y | -19.5% | +66.6% | -86.1% | -50.4% |
| All | -19.5% | +66.2% | -85.8% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling