+76.4%
GLDI price history and return analytics
+321.9%
-245.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.4% | +0.4% | 0.0% | +0.4% |
| 30D | +4.2% | +1.0% | +3.2% | +4.1% |
| 3M | -0.3% | +2.4% | -2.7% | -0.6% |
| 6M | -5.2% | +12.0% | -17.2% | -6.3% |
| YTD | +2.4% | +15.3% | -12.9% | +1.0% |
| 1Y | +14.0% | +22.6% | -8.6% | +11.7% |
| 3Y | +72.0% | +74.7% | -2.7% | +63.3% |
| 5Y | +77.9% | +66.1% | +11.8% | +68.6% |
| 10Y | +128.9% | +225.0% | -96.1% | +108.0% |
| All | +76.4% | +321.9% | -245.5% | +49.7% |
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