+105.0%
GLDM price history and return analytics
+69.7%
+35.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +4.7% | -2.3% | +7.0% | +5.7% |
| 30D | -0.9% | -5.0% | +4.1% | +1.4% |
| 3M | -4.3% | -4.9% | +0.6% | -2.1% |
| 6M | -13.4% | -1.5% | -11.9% | -12.6% |
| YTD | -5.8% | +8.5% | -14.3% | -7.8% |
| 1Y | +2.1% | +11.4% | -9.3% | -0.7% |
| 3Y | +105.0% | +70.1% | +35.0% | +72.9% |
| All | +105.0% | +69.7% | +35.3% | +72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling