+142.5%
GLDM vs VNQ
+6.3%
+136.2%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +0.7% | -0.4% | +1.1% | +0.8% |
| 30D | +0.3% | -2.5% | +2.9% | +0.7% |
| 3M | +0.7% | +1.4% | -0.7% | +0.4% |
| 6M | -15.4% | +4.6% | -20.0% | -16.1% |
| YTD | +1.0% | +10.5% | -9.5% | -0.6% |
| 1Y | +19.7% | +8.4% | +11.4% | +18.2% |
| 3Y | +126.5% | +32.4% | +94.1% | +117.0% |
| 5Y | +142.5% | +5.5% | +137.0% | +133.8% |
| All | +142.5% | +6.3% | +136.2% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VNQ 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling