+42.5%
GDXJ vs VIG
+13.0%
+29.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | -0.7% |
| 7D | -2.8% | -1.1% | -1.7% | -0.3% |
| 30D | +5.0% | -2.7% | +7.7% | +12.2% |
| 3M | +24.1% | +2.5% | +21.5% | +16.9% |
| 6M | -7.4% | +9.2% | -16.6% | -23.1% |
| YTD | +10.2% | +9.8% | +0.4% | -8.7% |
| 1Y | +42.5% | +12.4% | +30.2% | +11.5% |
| All | +42.5% | +13.0% | +29.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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