+83.7%
VOO vs GDXJ
+229.9%
-146.2%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.7% |
| 7D | -0.8% | -2.8% | +2.0% | -0.4% |
| 30D | -1.1% | +5.0% | -6.0% | -1.9% |
| 3M | +3.9% | +24.1% | -20.2% | +0.2% |
| 6M | +13.6% | -7.4% | +21.0% | +13.7% |
| YTD | +12.7% | +10.2% | +2.5% | +9.2% |
| 1Y | +17.6% | +42.5% | -25.0% | +8.8% |
| 3Y | +77.3% | +285.7% | -208.4% | +35.7% |
| All | +83.7% | +229.9% | -146.2% | +41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling