+515.5%
GOLD price history and return analytics
+221.8%
+293.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | -3.7% | +2.4% | -6.1% | -5.3% |
| 30D | -6.5% | -1.5% | -5.0% | -5.2% |
| 3M | -15.2% | -4.1% | -11.1% | -12.4% |
| 6M | -9.6% | +0.6% | -10.1% | -9.4% |
| YTD | +10.0% | +11.0% | -1.0% | +4.0% |
| 1Y | +48.5% | +13.3% | +35.2% | +38.5% |
| 3Y | +61.6% | +73.4% | -11.8% | +18.7% |
| 5Y | +16.5% | +57.4% | -40.9% | -12.0% |
| All | +515.5% | +221.8% | +293.7% | +293.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling