+30.7%
GDXU vs VT
+66.2%
-35.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | 0.0% | -6.8% | -6.8% |
| 7D | -2.7% | +0.4% | -3.2% | -3.4% |
| 30D | +51.1% | +1.0% | +50.1% | +49.2% |
| 3M | +13.8% | +2.4% | +11.4% | +15.4% |
| 6M | -54.3% | +12.0% | -66.3% | -60.6% |
| YTD | -33.6% | +15.3% | -48.9% | -44.2% |
| 1Y | +28.1% | +22.6% | +5.5% | -4.6% |
| 3Y | +418.4% | +74.7% | +343.8% | +73.7% |
| All | +30.7% | +66.2% | -35.5% | -58.4% |
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