-7.8%
GLDM vs VTRS
+91.6%
-99.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -1.0% | -2.5% |
| 7D | -5.5% | +9.0% | -14.5% | -6.7% |
| 30D | -7.0% | +19.8% | -26.8% | -9.6% |
| 3M | -12.3% | +29.3% | -41.6% | -15.8% |
| 6M | -17.9% | +22.2% | -40.1% | -20.9% |
| YTD | -10.3% | +69.9% | -80.2% | -14.6% |
| 1Y | -7.8% | +94.4% | -102.2% | -14.4% |
| All | -7.8% | +91.6% | -99.4% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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