+261.1%
VRTX vs GLDM
+219.1%
+42.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.6% | +1.0% |
| 7D | -2.1% | +4.7% | -6.8% | -2.8% |
| 30D | +8.2% | -0.9% | +9.1% | +8.3% |
| 3M | +13.0% | -4.3% | +17.3% | +13.8% |
| 6M | +27.9% | -13.4% | +41.3% | +30.6% |
| YTD | +20.7% | -5.8% | +26.5% | +21.8% |
| 1Y | +31.4% | +2.1% | +29.4% | +31.2% |
| 3Y | +41.8% | +105.0% | -63.2% | +24.0% |
| 5Y | +183.7% | +122.5% | +61.2% | +142.9% |
| All | +261.1% | +219.1% | +42.0% | +213.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling