+215.1%
GDXJ vs VEU
+155.0%
+60.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | 0.0% | -0.1% |
| 7D | -2.8% | -1.4% | -1.4% | -1.3% |
| 30D | +5.0% | -0.4% | +5.4% | +5.7% |
| 3M | +24.1% | +2.5% | +21.5% | +21.6% |
| 6M | -7.4% | +11.1% | -18.5% | -15.2% |
| YTD | +10.2% | +16.5% | -6.3% | -2.9% |
| 1Y | +42.5% | +22.9% | +19.6% | +19.6% |
| 3Y | +285.7% | +73.4% | +212.3% | +136.5% |
| 5Y | +231.9% | +56.1% | +175.8% | +120.8% |
| All | +215.1% | +155.0% | +60.1% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling