+809.1%
VTI vs GDXJ
+76.0%
+733.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | -0.4% | +0.9% | -1.3% | -0.5% |
| 30D | -1.6% | +8.8% | -10.4% | -2.6% |
| 3M | +3.6% | +29.8% | -26.3% | +0.4% |
| 6M | +13.0% | -5.8% | +18.8% | +12.9% |
| YTD | +12.7% | +13.6% | -0.9% | +9.9% |
| 1Y | +18.4% | +54.5% | -36.1% | +11.5% |
| 3Y | +76.4% | +301.4% | -224.9% | +48.6% |
| 5Y | +73.7% | +236.3% | -162.6% | +47.0% |
| 10Y | +302.5% | +240.1% | +62.4% | +229.7% |
| All | +809.1% | +76.0% | +733.1% | +660.0% |
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