+229.8%
GDXJ vs VT
+66.2%
+163.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.2% | +0.4% | -0.3% | -0.3% |
| 30D | +17.9% | +1.0% | +16.9% | +16.8% |
| 3M | +15.3% | +2.4% | +12.9% | +13.2% |
| 6M | -9.4% | +12.0% | -21.4% | -18.8% |
| YTD | +13.4% | +15.3% | -1.9% | -0.8% |
| 1Y | +59.7% | +22.6% | +37.1% | +31.9% |
| 3Y | +283.6% | +74.7% | +208.9% | +121.2% |
| All | +229.8% | +66.2% | +163.6% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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