+204.7%
GLDM vs VEU
+98.1%
+106.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -4.6% | +2.1% | -6.7% | -5.1% |
| 30D | -5.5% | -0.9% | -4.5% | -5.2% |
| 3M | -10.9% | -5.4% | -5.5% | -9.6% |
| 6M | -17.3% | -1.8% | -15.5% | -16.9% |
| YTD | -10.2% | +10.9% | -21.1% | -11.8% |
| 1Y | -6.9% | +13.6% | -20.5% | -9.1% |
| 3Y | +98.7% | +69.3% | +29.4% | +81.3% |
| 5Y | +106.7% | +48.1% | +58.6% | +89.8% |
| All | +204.7% | +98.1% | +106.5% | +170.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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