+86.1%
GDMA price history and return analytics
+162.0%
-75.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -0.6% | +2.4% | -3.0% | -1.4% |
| 30D | -2.3% | -1.5% | -0.8% | -1.9% |
| 3M | -8.0% | -4.1% | -3.8% | -6.8% |
| 6M | -6.8% | +0.6% | -7.4% | -6.9% |
| YTD | +2.2% | +11.0% | -8.8% | -0.9% |
| 1Y | +4.7% | +13.3% | -8.6% | +1.0% |
| 3Y | +42.3% | +73.4% | -31.1% | +22.6% |
| 5Y | +36.8% | +57.4% | -20.6% | +22.1% |
| All | +86.1% | +162.0% | -75.9% | +44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling