+214.2%
GDX vs VTV
+545.5%
-331.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.1% |
| 7D | -0.4% | +0.5% | -0.9% | -0.6% |
| 30D | +18.6% | +1.1% | +17.5% | +17.9% |
| 3M | +14.9% | +5.9% | +9.0% | +11.5% |
| 6M | -6.3% | +11.6% | -17.9% | -11.4% |
| YTD | +15.7% | +19.8% | -4.1% | +5.4% |
| 1Y | +54.8% | +26.2% | +28.6% | +37.1% |
| 3Y | +253.4% | +68.5% | +185.0% | +167.4% |
| 5Y | +219.7% | +79.9% | +139.8% | +133.7% |
| 10Y | +300.2% | +229.7% | +70.5% | +98.0% |
| All | +214.2% | +545.5% | -331.3% | -30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling