+124.1%
GLDI price history and return analytics
+221.8%
-97.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | -3.7% | +2.4% | -6.0% | -4.0% |
| 30D | -3.8% | -1.5% | -2.3% | -3.6% |
| 3M | -7.1% | -4.1% | -2.9% | -6.5% |
| 6M | -10.9% | +0.6% | -11.5% | -11.0% |
| YTD | -6.8% | +11.0% | -17.8% | -7.8% |
| 1Y | -3.1% | +13.3% | -16.5% | -4.4% |
| 3Y | +56.3% | +73.4% | -17.1% | +48.0% |
| 5Y | +58.8% | +57.4% | +1.4% | +50.4% |
| All | +124.1% | +221.8% | -97.6% | +100.5% |
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