+184.1%
VRTX vs GLDM
+143.3%
+40.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | +0.8% | -0.5% | +1.4% | +0.9% |
| 30D | +12.6% | +4.4% | +8.2% | +12.0% |
| 3M | +23.6% | -1.1% | +24.7% | +23.6% |
| 6M | +14.3% | -13.7% | +27.9% | +16.1% |
| YTD | +20.5% | +2.8% | +17.7% | +20.8% |
| 1Y | +37.6% | +24.8% | +12.7% | +35.6% |
| 3Y | +55.5% | +127.8% | -72.3% | +41.4% |
| All | +184.1% | +143.3% | +40.9% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling