+216.8%
GLDM vs VEU
+98.2%
+118.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -2.0% | -2.5% |
| 7D | +2.9% | +0.5% | +2.4% | +2.7% |
| 30D | -3.9% | -2.3% | -1.6% | -3.3% |
| 3M | -8.1% | -4.4% | -3.7% | -7.0% |
| 6M | -14.7% | -2.2% | -12.5% | -14.1% |
| YTD | -6.6% | +10.9% | -17.5% | -8.3% |
| 1Y | -2.1% | +13.4% | -15.4% | -4.3% |
| 3Y | +107.7% | +69.7% | +38.0% | +89.5% |
| 5Y | +116.5% | +50.0% | +66.5% | +98.4% |
| All | +216.8% | +98.2% | +118.6% | +181.2% |
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