+121.8%
GLDM vs VEU
+45.1%
+76.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +4.7% | -1.6% | +6.3% | +5.3% |
| 30D | -0.9% | -4.3% | +3.5% | +1.0% |
| 3M | -4.3% | -5.8% | +1.5% | -1.8% |
| 6M | -13.4% | -4.4% | -9.0% | -11.7% |
| YTD | -5.8% | +8.7% | -14.5% | -7.9% |
| 1Y | +2.1% | +12.6% | -10.6% | -1.3% |
| 3Y | +105.0% | +65.2% | +39.8% | +78.6% |
| All | +121.8% | +45.1% | +76.6% | +87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling