+219.4%
GLDM vs VEU
+94.1%
+125.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +4.7% | -1.6% | +6.3% | +5.1% |
| 30D | -0.9% | -4.3% | +3.5% | +0.3% |
| 3M | -4.3% | -5.8% | +1.5% | -2.8% |
| 6M | -13.4% | -4.4% | -9.0% | -12.3% |
| YTD | -5.8% | +8.7% | -14.5% | -7.1% |
| 1Y | +2.1% | +12.6% | -10.6% | 0.0% |
| 3Y | +105.0% | +65.2% | +39.8% | +88.2% |
| 5Y | +122.5% | +45.5% | +77.0% | +105.3% |
| All | +219.4% | +94.1% | +125.3% | +185.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling