+233.6%
GDX vs VGT
+134.3%
+99.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | +1.9% | +1.5% | +0.4% | +1.3% |
| 30D | +9.9% | +0.5% | +9.4% | +9.7% |
| 3M | +28.2% | +5.3% | +22.9% | +25.5% |
| 6M | -2.9% | +32.4% | -35.3% | -12.6% |
| YTD | +16.0% | +28.6% | -12.6% | +5.5% |
| 1Y | +49.9% | +37.6% | +12.2% | +33.4% |
| 3Y | +263.6% | +125.5% | +138.1% | +169.8% |
| 5Y | +233.6% | +135.2% | +98.4% | +123.5% |
| All | +233.6% | +134.3% | +99.3% | +123.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling