+124.3%
GLDM price history and return analytics
+53.2%
+71.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +2.0% |
| 7D | +1.9% | -4.2% | +6.1% | +3.1% |
| 30D | -1.7% | -5.8% | +4.1% | 0.0% |
| 3M | -3.5% | -5.2% | +1.7% | -2.0% |
| 6M | -10.1% | +0.1% | -10.2% | -9.9% |
| YTD | -5.0% | +8.2% | -13.3% | -6.4% |
| 1Y | +2.8% | +10.1% | -7.3% | +1.0% |
| 3Y | +105.1% | +69.7% | +35.4% | +87.2% |
| 5Y | +124.3% | +53.4% | +70.9% | +99.2% |
| All | +124.3% | +53.2% | +71.1% | +99.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling