+123.4%
VRT vs GDXJ
+58.9%
+64.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.8% | +5.4% |
| 7D | +9.1% | +0.2% | +8.9% | +8.9% |
| 30D | +0.9% | +17.9% | -16.9% | -6.4% |
| 3M | -13.4% | +15.3% | -28.7% | -19.6% |
| 6M | +11.7% | -9.4% | +21.1% | +13.6% |
| YTD | +73.2% | +13.4% | +59.8% | +59.6% |
| 1Y | +123.4% | +59.7% | +63.8% | +68.4% |
| All | +123.4% | +58.9% | +64.5% | +68.4% |
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