+153.0%
VLO vs GDXJ
+45.5%
+107.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.4% |
| 7D | +5.3% | -2.8% | +8.1% | +5.1% |
| 30D | +18.2% | +5.0% | +13.3% | +18.7% |
| 3M | +53.3% | +24.1% | +29.3% | +55.5% |
| 6M | +70.4% | -7.4% | +77.8% | +74.1% |
| YTD | +143.4% | +10.2% | +133.2% | +143.0% |
| 1Y | +153.0% | +42.5% | +110.5% | +149.1% |
| All | +153.0% | +45.5% | +107.5% | +149.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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