+8.3%
GLDW price history and return analytics
+16.5%
-8.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.3% | +1.2% |
| 7D | -3.5% | +0.1% | -3.6% | -3.6% |
| 30D | +11.3% | +0.8% | +10.5% | +10.4% |
| 3M | -0.4% | +2.8% | -3.2% | -3.3% |
| 6M | -17.0% | +13.0% | -30.0% | -26.6% |
| YTD | +0.6% | +15.4% | -14.8% | -12.1% |
| All | +8.3% | +16.5% | -8.2% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling