+93.8%
VTR vs GLDM
+107.5%
-13.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +2.0% | -0.4% |
| 7D | +0.7% | -5.5% | +6.2% | +1.5% |
| 30D | +6.9% | -7.0% | +13.9% | +8.0% |
| 3M | +1.3% | -12.3% | +13.6% | +3.3% |
| 6M | +2.5% | -17.9% | +20.4% | +5.8% |
| YTD | +18.0% | -10.3% | +28.3% | +17.5% |
| 1Y | +19.5% | -7.8% | +27.2% | +17.8% |
| 3Y | +130.2% | +99.5% | +30.7% | +73.2% |
| 5Y | +93.8% | +106.5% | -12.6% | +38.6% |
| All | +93.8% | +107.5% | -13.6% | +38.6% |
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