+59.7%
GDXJ vs VYM
+21.4%
+38.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.6% |
| 7D | +0.2% | 0.0% | +0.2% | +0.3% |
| 30D | +17.9% | -0.5% | +18.4% | +19.3% |
| 3M | +15.3% | +3.0% | +12.3% | +8.2% |
| 6M | -9.4% | +8.2% | -17.7% | -23.3% |
| YTD | +13.4% | +15.8% | -2.4% | -11.6% |
| 1Y | +59.7% | +20.8% | +38.8% | +17.8% |
| All | +59.7% | +21.4% | +38.2% | +17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling