+2,723.0%
VRT vs GDXJ
+353.9%
+2,369.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.8% | +5.0% |
| 7D | +9.1% | +0.2% | +8.9% | +9.0% |
| 30D | +0.9% | +17.9% | -16.9% | -3.7% |
| 3M | -13.4% | +15.3% | -28.7% | -17.2% |
| 6M | +11.7% | -9.4% | +21.1% | +13.0% |
| YTD | +73.2% | +13.4% | +59.8% | +65.5% |
| 1Y | +123.4% | +59.7% | +63.8% | +96.3% |
| 3Y | +606.2% | +283.6% | +322.6% | +395.3% |
| 5Y | +899.9% | +217.6% | +682.3% | +604.3% |
| All | +2,723.0% | +353.9% | +2,369.1% | +1,837.2% |
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 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