+248.5%
GLDM vs VNQ
+61.7%
+186.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | -0.5% | -1.3% | +0.7% | -0.4% |
| 30D | +4.4% | -2.9% | +7.3% | +4.7% |
| 3M | -1.1% | +0.8% | -1.9% | -1.2% |
| 6M | -13.7% | +2.5% | -16.1% | -13.9% |
| YTD | +2.8% | +10.6% | -7.9% | +1.7% |
| 1Y | +24.8% | +9.1% | +15.8% | +23.7% |
| 3Y | +127.8% | +31.0% | +96.8% | +121.6% |
| 5Y | +141.1% | +4.9% | +136.2% | +137.1% |
| All | +248.5% | +61.7% | +186.7% | +239.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling