+15.2%
GDXW vs VT
+9.6%
+5.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +1.9% |
| 7D | +15.4% | -2.3% | +17.8% | +21.3% |
| 30D | +1.5% | -5.0% | +6.5% | +15.3% |
| 3M | +2.9% | -4.9% | +7.7% | +17.4% |
| 6M | -9.8% | -1.5% | -8.3% | -4.6% |
| YTD | -5.0% | +8.5% | -13.5% | -18.1% |
| 1Y | +19.3% | +11.4% | +7.9% | -4.1% |
| All | +15.2% | +9.6% | +5.6% | -3.5% |
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