+25.2%
VZ vs GDXJ
+19.5%
+5.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +9.6% | -7.6% | +3.0% |
| 7D | +6.9% | -0.2% | +7.1% | +6.9% |
| 30D | +2.3% | -7.6% | +9.9% | +1.6% |
| 3M | 0.0% | +2.3% | -2.3% | +0.5% |
| 6M | +0.2% | -7.8% | +8.1% | +0.3% |
| YTD | +20.9% | -8.4% | +29.3% | +17.8% |
| 1Y | +25.2% | +21.8% | +3.4% | +23.9% |
| All | +25.2% | +19.5% | +5.7% | +23.9% |
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