+315.8%
SGOL price history and return analytics
+468.2%
-152.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.6% |
| 7D | -3.4% | -2.0% | -1.4% | -3.1% |
| 30D | -1.1% | -1.4% | +0.3% | -0.9% |
| 3M | +5.9% | +4.7% | +1.1% | +5.2% |
| 6M | -16.9% | +11.4% | -28.2% | -18.0% |
| YTD | +0.2% | +13.1% | -12.9% | -1.2% |
| 1Y | +18.5% | +19.0% | -0.5% | +16.2% |
| 3Y | +124.2% | +73.9% | +50.2% | +110.9% |
| 5Y | +139.9% | +65.4% | +74.5% | +125.6% |
| 10Y | +218.2% | +225.4% | -7.2% | +179.7% |
| All | +315.8% | +468.2% | -152.4% | +223.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling