+185.4%
GDX vs VT
+53.4%
+132.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +1.9% | +1.9% |
| 7D | +13.6% | -2.3% | +16.0% | +16.2% |
| 30D | +2.5% | -5.0% | +7.5% | +8.0% |
| 3M | +4.4% | -4.9% | +9.3% | +10.2% |
| 6M | -5.2% | -1.5% | -3.7% | -2.5% |
| YTD | +2.1% | +8.5% | -6.4% | -2.8% |
| 1Y | +24.7% | +11.4% | +13.3% | +16.4% |
| 3Y | +211.3% | +70.1% | +141.2% | +105.8% |
| All | +185.4% | +53.4% | +132.0% | +83.8% |
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