+40.2%
GDX vs VGT
+35.2%
+5.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | 0.0% |
| 7D | -2.2% | -0.2% | -2.0% | -2.0% |
| 30D | +6.8% | -0.4% | +7.2% | +7.2% |
| 3M | +24.9% | +4.4% | +20.5% | +19.4% |
| 6M | -4.2% | +32.1% | -36.3% | -26.2% |
| YTD | +13.2% | +28.8% | -15.6% | -11.0% |
| 1Y | +40.2% | +35.3% | +4.9% | -1.3% |
| All | +40.2% | +35.2% | +5.0% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling