+21.5%
VZ vs GLDM
+126.2%
-104.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.1% |
| 7D | +5.6% | +1.9% | +3.7% | +5.7% |
| 30D | +1.9% | -1.7% | +3.5% | +1.8% |
| 3M | +0.8% | -3.5% | +4.3% | +0.7% |
| 6M | +0.6% | -10.1% | +10.7% | +0.7% |
| YTD | +20.8% | -5.0% | +25.8% | +17.6% |
| 1Y | +23.9% | +2.8% | +21.2% | +19.3% |
| 3Y | +55.7% | +105.1% | -49.4% | +30.4% |
| 5Y | +21.5% | +124.3% | -102.8% | -1.6% |
| All | +21.5% | +126.2% | -104.6% | -1.6% |
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