+46.3%
GDX vs VZ
+22.2%
+24.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +0.6% |
| 7D | +1.9% | -1.0% | +2.8% | +1.5% |
| 30D | +9.9% | +5.8% | +4.2% | +12.3% |
| 3M | +28.2% | +10.5% | +17.7% | +33.5% |
| 6M | -2.9% | +1.8% | -4.7% | -2.8% |
| YTD | +16.0% | +28.3% | -12.3% | +35.0% |
| All | +46.3% | +22.2% | +24.1% | +70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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