+258.1%
GDX vs VTV
+67.6%
+190.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.4% |
| 7D | +1.9% | -0.7% | +2.5% | +2.6% |
| 30D | +9.9% | -0.5% | +10.4% | +10.5% |
| 3M | +28.2% | +5.3% | +22.9% | +22.0% |
| 6M | -2.9% | +12.9% | -15.8% | -12.9% |
| YTD | +16.0% | +18.5% | -2.5% | +0.5% |
| 1Y | +49.9% | +25.3% | +24.6% | +24.5% |
| All | +258.1% | +67.6% | +190.6% | +120.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 3y: compounded portfolio wealth divided by compounded VTV 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…
3y analysis · Full analysis span regression · 6 months rolling