-3.6%
GLDM vs VSH
+103.4%
-107.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.8% | -10.0% | -1.8% |
| 7D | -2.0% | +12.8% | -14.7% | -3.1% |
| 30D | -4.4% | -9.0% | +4.6% | -3.9% |
| 3M | -8.8% | -12.2% | +3.3% | -8.3% |
| 6M | -15.9% | -15.9% | +0.1% | -15.6% |
| YTD | -7.7% | +103.2% | -110.9% | -16.9% |
| 1Y | -3.6% | +108.4% | -112.0% | -13.6% |
| All | -3.6% | +103.4% | -107.0% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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