+128.8%
GLDI price history and return analytics
+219.2%
-90.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | +1.0% |
| 7D | +4.6% | +0.4% | +4.3% | +4.6% |
| 30D | -0.1% | -2.6% | +2.5% | +0.2% |
| 3M | -1.7% | -3.2% | +1.6% | -1.2% |
| 6M | -6.3% | +0.9% | -7.2% | -6.4% |
| YTD | -1.9% | +11.3% | -13.2% | -3.0% |
| 1Y | +4.5% | +14.0% | -9.5% | +3.0% |
| 3Y | +64.2% | +75.8% | -11.6% | +55.2% |
| 5Y | +68.2% | +57.8% | +10.4% | +59.3% |
| All | +128.8% | +219.2% | -90.3% | +99.2% |
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