+184.7%
VIAV vs GLDM
+219.1%
-34.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.8% | +9.1% | +8.5% |
| 7D | -4.8% | +4.7% | -9.5% | -6.3% |
| 30D | -38.5% | -0.9% | -37.6% | -38.2% |
| 3M | -29.9% | -4.3% | -25.6% | -28.9% |
| 6M | -46.3% | -13.4% | -32.9% | -44.1% |
| YTD | +59.8% | -5.8% | +65.6% | +62.9% |
| 1Y | +62.3% | +2.1% | +60.3% | +62.6% |
| 3Y | +243.0% | +105.0% | +138.0% | +197.5% |
| 5Y | +80.3% | +122.5% | -42.2% | +53.0% |
| All | +184.7% | +219.1% | -34.4% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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