+22.6%
VZ vs GLDM
+125.5%
-102.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.6% | +2.1% |
| 7D | +6.9% | -0.3% | +7.2% | +6.9% |
| 30D | +2.3% | -1.9% | +4.1% | +2.2% |
| 3M | 0.0% | -0.4% | +0.4% | -0.1% |
| 6M | +0.2% | -10.1% | +10.3% | +0.3% |
| YTD | +20.9% | -5.8% | +26.7% | +17.7% |
| 1Y | +25.2% | +3.1% | +22.1% | +20.4% |
| 3Y | +55.9% | +103.4% | -47.5% | +30.4% |
| 5Y | +22.6% | +125.5% | -102.9% | -0.9% |
| All | +22.6% | +125.5% | -102.9% | -0.9% |
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