+66.4%
GLDI price history and return analytics
+312.7%
-246.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.5% | +3.0% |
| 7D | +0.3% | -0.3% | +0.6% | +0.3% |
| 30D | -0.3% | -1.4% | +1.1% | -0.2% |
| 3M | +1.4% | -1.4% | +2.8% | +1.5% |
| 6M | -4.4% | +5.5% | -9.9% | -4.9% |
| YTD | -3.3% | +12.8% | -16.2% | -4.5% |
| 1Y | +4.6% | +15.4% | -10.8% | +3.2% |
| 3Y | +61.4% | +76.9% | -15.5% | +53.2% |
| 5Y | +68.5% | +60.4% | +8.1% | +60.2% |
| 10Y | +121.6% | +232.8% | -111.2% | +101.4% |
| All | +66.4% | +312.7% | -246.3% | +41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling