+35.6%
HGLB price history and return analytics
+154.8%
-119.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -1.0% | -0.7% | -0.4% | -0.6% |
| 3M | -1.1% | +4.0% | -5.1% | -3.7% |
| 6M | -8.0% | +12.3% | -20.2% | -14.9% |
| YTD | -12.6% | +14.0% | -26.6% | -20.0% |
| 1Y | -6.6% | +20.3% | -26.9% | -17.5% |
| 3Y | +30.6% | +75.4% | -44.9% | -10.2% |
| 5Y | +32.6% | +66.0% | -33.4% | -6.6% |
| All | +35.6% | +154.8% | -119.2% | -24.8% |
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