+228.4%
GDXJ vs VRSN
+32.1%
+196.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | -6.2% | -1.5% | -4.7% | -6.0% |
| 30D | +4.6% | +0.7% | +3.9% | +4.5% |
| 3M | +31.3% | +0.6% | +30.7% | +30.7% |
| 6M | -10.7% | +21.7% | -32.4% | -15.9% |
| YTD | +9.1% | +20.0% | -10.9% | +2.7% |
| 1Y | +44.1% | +3.2% | +41.0% | +42.2% |
| 3Y | +285.4% | +42.4% | +243.0% | +233.0% |
| 5Y | +228.4% | +33.0% | +195.4% | +179.5% |
| All | +228.4% | +32.1% | +196.3% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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