-3.6%
GLDM vs VLTO
+21.6%
-25.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -2.0% | +1.5% | -3.4% | -1.9% |
| 30D | -4.4% | +20.9% | -25.4% | -3.9% |
| 3M | -8.8% | +21.4% | -30.2% | -8.4% |
| 6M | -15.9% | +37.6% | -53.5% | -15.2% |
| YTD | -7.7% | +19.5% | -27.2% | -9.9% |
| 1Y | -3.6% | +22.0% | -25.6% | -5.6% |
| All | -3.6% | +21.6% | -25.2% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling