+78.1%
VTV vs GLDM
+99.6%
-21.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.1% |
| 7D | +2.3% | -5.5% | +7.8% | +2.9% |
| 30D | +3.8% | -7.0% | +10.8% | +4.6% |
| 3M | +1.7% | -12.3% | +14.0% | +3.0% |
| 6M | +10.9% | -17.9% | +28.8% | +13.0% |
| YTD | +21.7% | -10.3% | +32.0% | +22.7% |
| 1Y | +23.4% | -7.8% | +31.1% | +24.0% |
| All | +78.1% | +99.6% | -21.5% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling