+60.4%
VT vs GLDM
+125.5%
-65.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -2.0% | +0.9% |
| 7D | -0.3% | -0.3% | 0.0% | -0.3% |
| 30D | -1.4% | -1.9% | +0.4% | -1.1% |
| 3M | -1.4% | -0.4% | -1.0% | -1.4% |
| 6M | +5.5% | -10.1% | +15.5% | +7.6% |
| YTD | +12.8% | -5.8% | +18.7% | +13.6% |
| 1Y | +15.4% | +3.1% | +12.3% | +14.0% |
| 3Y | +76.9% | +103.4% | -26.5% | +46.4% |
| 5Y | +60.4% | +125.5% | -65.1% | +21.9% |
| All | +60.4% | +125.5% | -65.1% | +21.9% |
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 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