+822.6%
VOO vs GDXJ
+38.5%
+784.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | +0.5% | +4.3% | -3.8% | +0.1% |
| 30D | -0.9% | +8.4% | -9.4% | -1.8% |
| 3M | +3.9% | +25.5% | -21.6% | +1.4% |
| 6M | +14.5% | -6.3% | +20.9% | +14.5% |
| YTD | +13.0% | +12.1% | +0.9% | +10.6% |
| 1Y | +19.4% | +51.1% | -31.6% | +13.5% |
| 3Y | +78.9% | +296.1% | -217.2% | +53.9% |
| 5Y | +82.3% | +228.1% | -145.8% | +57.6% |
| 10Y | +314.2% | +211.8% | +102.4% | +250.8% |
| All | +822.6% | +38.5% | +784.1% | +750.6% |
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