-10.7%
GDXJ vs VNQ
+2.6%
-13.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.2% |
| 7D | -6.2% | -2.6% | -3.6% | -3.9% |
| 30D | +4.6% | -2.3% | +7.0% | +6.9% |
| 3M | +31.3% | -2.8% | +34.1% | +33.2% |
| 6M | -10.7% | +2.5% | -13.2% | -17.3% |
| All | -10.7% | +2.6% | -13.3% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 6mo: compounded portfolio wealth divided by compounded VNQ 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…
6mo analysis · Full analysis span regression · 6 months rolling