+228.4%
GDXJ vs VO
+40.2%
+188.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.2% |
| 7D | -6.2% | -2.5% | -3.7% | -4.0% |
| 30D | +4.6% | -3.2% | +7.9% | +7.9% |
| 3M | +31.3% | +3.9% | +27.3% | +27.4% |
| 6M | -10.7% | +9.6% | -20.3% | -16.6% |
| YTD | +9.1% | +11.6% | -2.5% | +1.0% |
| 1Y | +44.1% | +12.6% | +31.5% | +32.6% |
| 3Y | +285.4% | +55.4% | +230.0% | +172.8% |
| 5Y | +228.4% | +41.8% | +186.6% | +137.9% |
| All | +228.4% | +40.2% | +188.2% | +137.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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