+50.6%
GDXY vs VT
+46.8%
+3.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +4.4% |
| 7D | -0.6% | -0.3% | -0.3% | -0.1% |
| 30D | -4.0% | -1.4% | -2.5% | -2.3% |
| 3M | +7.1% | -1.4% | +8.5% | +9.0% |
| 6M | -5.0% | +5.5% | -10.5% | -8.3% |
| YTD | -9.4% | +12.8% | -22.2% | -16.4% |
| 1Y | +7.0% | +15.4% | -8.4% | -2.6% |
| All | +50.6% | +46.8% | +3.8% | +13.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling