+44.4%
GDXJ vs VOO
+807.8%
-763.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | +0.9% | -0.4% | +1.3% | +1.2% |
| 30D | +8.8% | -1.4% | +10.2% | +9.9% |
| 3M | +29.8% | +3.7% | +26.1% | +27.1% |
| 6M | -5.8% | +13.0% | -18.9% | -12.3% |
| YTD | +13.6% | +12.4% | +1.2% | +6.3% |
| 1Y | +54.5% | +18.6% | +35.9% | +39.9% |
| 3Y | +301.4% | +78.1% | +223.3% | +178.1% |
| 5Y | +236.3% | +82.3% | +154.1% | +127.9% |
| 10Y | +240.1% | +322.5% | -82.4% | +31.5% |
| All | +44.4% | +807.8% | -763.5% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling