+337.3%
GDXJ vs VLTO
+26.2%
+311.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -1.0% |
| 7D | +4.3% | -1.6% | +5.9% | +4.6% |
| 30D | +8.4% | -2.9% | +11.3% | +9.0% |
| 3M | +25.5% | +12.7% | +12.8% | +22.8% |
| 6M | -6.3% | +1.6% | -7.9% | -6.5% |
| YTD | +12.1% | -4.0% | +16.1% | +12.7% |
| 1Y | +51.1% | -10.2% | +61.2% | +53.7% |
| All | +337.3% | +26.2% | +311.1% | +320.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 5y: compounded portfolio wealth divided by compounded VLTO 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…
5y analysis · Full analysis span regression · 6 months rolling