-1.2%
HGLB price history and return analytics
+147.5%
-148.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.7% |
| 7D | -13.3% | -0.1% | -13.1% | -13.2% |
| 30D | -17.1% | -3.1% | -14.0% | -15.4% |
| 3M | -27.8% | -3.5% | -24.3% | -26.1% |
| 6M | -32.1% | +0.5% | -32.6% | -32.4% |
| YTD | -36.3% | +10.8% | -47.0% | -40.6% |
| 1Y | -41.4% | +11.9% | -53.3% | -45.7% |
| 3Y | +8.3% | +73.0% | -64.7% | -24.9% |
| 5Y | +0.1% | +58.6% | -58.5% | -27.2% |
| All | -1.2% | +147.5% | -148.7% | -44.1% |
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