+3,982.4%
VLO vs GDXJ
+73.6%
+3,908.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.2% | +4.4% | +3.4% |
| 7D | +5.8% | +4.3% | +1.5% | +5.2% |
| 30D | +28.3% | +8.4% | +19.9% | +26.8% |
| 3M | +48.7% | +25.5% | +23.2% | +43.6% |
| 6M | +71.9% | -6.3% | +78.2% | +70.9% |
| YTD | +138.7% | +12.1% | +126.6% | +130.3% |
| 1Y | +148.5% | +51.1% | +97.4% | +128.7% |
| 3Y | +192.7% | +296.1% | -103.4% | +130.1% |
| 5Y | +601.6% | +228.1% | +373.5% | +457.5% |
| 10Y | +900.2% | +211.8% | +688.4% | +658.7% |
| All | +3,982.4% | +73.6% | +3,908.8% | +3,363.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling