+72.7%
GDXJ vs VTV
+612.4%
-539.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.5% |
| 7D | -6.2% | -2.1% | -4.2% | -4.8% |
| 30D | +4.6% | -1.3% | +6.0% | +5.7% |
| 3M | +31.3% | +5.6% | +25.6% | +26.6% |
| 6M | -10.7% | +12.4% | -23.1% | -17.2% |
| YTD | +9.1% | +17.6% | -8.6% | -1.8% |
| 1Y | +44.1% | +23.5% | +20.6% | +25.6% |
| 3Y | +285.4% | +67.0% | +218.4% | +172.8% |
| 5Y | +228.4% | +80.5% | +147.8% | +121.9% |
| 10Y | +226.5% | +230.6% | -4.1% | +38.0% |
| All | +72.7% | +612.4% | -539.7% | -68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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