+105.0%
GLDM vs VEU
+64.7%
+40.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +4.7% | -1.6% | +6.3% | +5.6% |
| 30D | -0.9% | -4.3% | +3.5% | +1.8% |
| 3M | -4.3% | -5.8% | +1.5% | -0.8% |
| 6M | -13.4% | -4.4% | -9.0% | -11.0% |
| YTD | -5.8% | +8.7% | -14.5% | -8.8% |
| 1Y | +2.1% | +12.6% | -10.6% | -2.7% |
| 3Y | +105.0% | +65.2% | +39.8% | +63.5% |
| All | +105.0% | +64.7% | +40.3% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling