-6.5%
HGLB price history and return analytics
+148.1%
-154.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -10.8% | +2.4% | -13.2% | -12.2% |
| 30D | -22.4% | -1.5% | -20.9% | -21.6% |
| 3M | -32.3% | -4.1% | -28.1% | -30.4% |
| 6M | -34.2% | +0.6% | -34.8% | -34.6% |
| YTD | -39.7% | +11.0% | -50.7% | -43.8% |
| 1Y | -43.0% | +13.3% | -56.4% | -47.6% |
| 3Y | -3.5% | +73.4% | -76.9% | -33.2% |
| 5Y | -5.7% | +57.4% | -63.1% | -31.1% |
| All | -6.5% | +148.1% | -154.6% | -47.2% |
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