+79.5%
GDXJ vs VSAT
+152.9%
-73.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.0% | -7.5% | -3.3% |
| 7D | +0.2% | +11.8% | -11.6% | -1.6% |
| 30D | +17.9% | -7.0% | +24.9% | +19.1% |
| 3M | +15.3% | +3.3% | +12.0% | +13.2% |
| 6M | -9.4% | +57.4% | -66.9% | -17.7% |
| YTD | +13.4% | +118.6% | -105.2% | -2.7% |
| 1Y | +59.7% | +150.2% | -90.6% | +32.9% |
| 3Y | +283.6% | +160.7% | +122.9% | +186.5% |
| 5Y | +217.6% | +51.2% | +166.4% | +145.9% |
| 10Y | +225.7% | -0.7% | +226.3% | +147.2% |
| All | +79.5% | +152.9% | -73.4% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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