+227.7%
GDX vs VIG
+63.6%
+164.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.2% |
| 7D | +4.0% | -0.4% | +4.4% | +4.3% |
| 30D | +9.5% | -2.1% | +11.6% | +11.4% |
| 3M | +25.1% | +3.3% | +21.8% | +22.1% |
| 6M | -2.9% | +9.3% | -12.2% | -9.0% |
| YTD | +14.7% | +10.1% | +4.6% | +7.2% |
| 1Y | +47.4% | +14.7% | +32.7% | +34.0% |
| 3Y | +259.7% | +56.9% | +202.7% | +159.9% |
| 5Y | +227.7% | +62.9% | +164.7% | +123.6% |
| All | +227.7% | +63.6% | +164.1% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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