+24.8%
GDX vs VRT
+12.3%
+12.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -12.9% | +21.9% | +11.8% |
| 7D | +0.8% | -15.4% | +16.2% | +4.1% |
| 30D | -3.2% | -19.0% | +15.7% | +0.7% |
| 3M | +8.6% | -23.8% | +32.4% | +14.1% |
| 6M | -1.2% | -37.9% | +36.6% | +8.2% |
| YTD | -1.4% | +27.0% | -28.3% | -11.2% |
| 1Y | +24.8% | +13.8% | +11.0% | +15.2% |
| All | +24.8% | +12.3% | +12.5% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 VRT 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