+82.3%
VOO vs GDX
+228.6%
-146.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.5% | -0.6% |
| 7D | -0.4% | +1.9% | -2.2% | -0.6% |
| 30D | -1.4% | +9.9% | -11.3% | -2.9% |
| 3M | +3.7% | +28.2% | -24.5% | -0.4% |
| 6M | +13.0% | -2.9% | +15.9% | +12.5% |
| YTD | +12.4% | +16.0% | -3.5% | +8.4% |
| 1Y | +18.6% | +49.9% | -31.3% | +9.3% |
| 3Y | +78.1% | +263.6% | -185.5% | +38.4% |
| 5Y | +82.3% | +233.6% | -151.3% | +40.7% |
| All | +82.3% | +228.6% | -146.4% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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