+34.2%
HGLB price history and return analytics
+66.2%
-32.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.6% |
| 7D | -1.1% | +1.0% | -2.1% | -1.7% |
| 30D | -1.3% | -0.2% | -1.1% | -1.2% |
| 3M | -2.5% | +4.5% | -7.1% | -5.1% |
| 6M | -9.7% | +14.1% | -23.7% | -16.7% |
| YTD | -12.6% | +14.8% | -27.3% | -19.7% |
| 1Y | -6.1% | +21.2% | -27.3% | -16.4% |
| 3Y | +30.6% | +76.6% | -46.0% | -6.9% |
| 5Y | +34.2% | +66.6% | -32.4% | -6.6% |
| All | +34.2% | +66.2% | -32.0% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling