+220.4%
GDXJ vs VOO
+82.8%
+137.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.3% |
| 7D | -2.8% | -0.8% | -2.0% | -2.1% |
| 30D | +5.0% | -1.1% | +6.0% | +6.1% |
| 3M | +24.1% | +3.9% | +20.2% | +20.4% |
| 6M | -7.4% | +13.6% | -21.0% | -15.6% |
| YTD | +10.2% | +12.7% | -2.5% | +1.2% |
| 1Y | +42.5% | +17.6% | +25.0% | +27.1% |
| 3Y | +285.7% | +77.3% | +208.4% | +148.9% |
| All | +220.4% | +82.8% | +137.6% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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