+135.0%
GOLD price history and return analytics
+66.2%
+68.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.5% |
| 7D | +10.0% | +1.0% | +9.0% | +8.6% |
| 30D | +9.1% | -0.2% | +9.3% | +9.5% |
| 3M | +17.3% | +4.5% | +12.8% | +11.5% |
| 6M | -9.0% | +14.1% | -23.0% | -21.6% |
| YTD | +40.6% | +14.8% | +25.8% | +21.2% |
| 1Y | +96.3% | +21.2% | +75.1% | +59.7% |
| 3Y | +45.7% | +76.6% | -30.9% | -22.5% |
| 5Y | +135.0% | +66.6% | +68.4% | +34.4% |
| All | +135.0% | +66.2% | +68.8% | +34.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling