-10.1%
GLDM vs VO
+3.3%
-13.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +4.1% |
| 7D | +1.9% | -3.3% | +5.2% | +5.0% |
| 30D | -1.7% | -1.8% | +0.2% | -0.4% |
| 3M | -3.5% | -3.4% | -0.2% | -0.6% |
| 6M | -10.1% | +3.0% | -13.1% | -14.2% |
| All | -10.1% | +3.3% | -13.4% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 6mo: compounded portfolio wealth divided by compounded VO 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…
6mo analysis · Full analysis span regression · 6 months rolling