+59.7%
GDXJ vs VGT
+40.8%
+18.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.8% |
| 7D | +0.2% | +1.0% | -0.8% | -0.8% |
| 30D | +17.9% | +1.3% | +16.6% | +16.2% |
| 3M | +15.3% | -1.1% | +16.5% | +17.1% |
| 6M | -9.4% | +32.6% | -42.1% | -33.4% |
| YTD | +13.4% | +29.0% | -15.6% | -14.3% |
| 1Y | +59.7% | +39.7% | +20.0% | +3.7% |
| All | +59.7% | +40.8% | +18.9% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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