+124.7%
GDXJ vs VT
+58.5%
+66.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -3.9% |
| 7D | -4.9% | +2.9% | -7.8% | -8.1% |
| 30D | -10.0% | -2.5% | -7.4% | -6.9% |
| 3M | -16.6% | -3.3% | -13.3% | -12.6% |
| 6M | -23.3% | +1.5% | -24.8% | -23.2% |
| YTD | -12.4% | +11.4% | -23.8% | -19.8% |
| 1Y | +0.5% | +11.9% | -11.4% | -8.3% |
| 3Y | +220.5% | +73.9% | +146.6% | +86.8% |
| 5Y | +124.7% | +57.9% | +66.8% | +31.8% |
| All | +124.7% | +58.5% | +66.2% | +31.8% |
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