+77.7%
VTV vs GLDM
+107.1%
-29.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.9% | -4.6% | +7.5% | +3.5% |
| 30D | +3.8% | -5.5% | +9.2% | +4.4% |
| 3M | +1.6% | -10.9% | +12.4% | +2.8% |
| 6M | +11.2% | -17.3% | +28.5% | +13.5% |
| YTD | +22.0% | -10.2% | +32.1% | +22.9% |
| 1Y | +24.9% | -6.9% | +31.8% | +25.2% |
| 3Y | +78.5% | +98.7% | -20.2% | +57.8% |
| All | +77.7% | +107.1% | -29.4% | +47.8% |
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