+66.4%
GLDI price history and return analytics
+53.4%
+13.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +4.5% | -2.3% | +6.8% | +5.0% |
| 30D | +0.3% | -5.0% | +5.2% | +1.4% |
| 3M | -1.8% | -4.9% | +3.1% | -0.7% |
| 6M | -7.2% | -1.5% | -5.7% | -6.9% |
| YTD | -3.3% | +8.5% | -11.8% | -4.4% |
| 1Y | +3.5% | +11.4% | -7.8% | +1.9% |
| 3Y | +61.5% | +70.1% | -8.5% | +49.2% |
| All | +66.4% | +53.4% | +13.0% | +51.1% |
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