+21.7%
VZ vs GDXJ
+3.6%
+18.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | -0.6% |
| 7D | +0.9% | -4.9% | +5.9% | +0.5% |
| 30D | +6.9% | -10.0% | +16.9% | +5.9% |
| 3M | +0.6% | -16.6% | +17.3% | -0.8% |
| 6M | +0.3% | -23.3% | +23.6% | -1.8% |
| YTD | +21.9% | -12.4% | +34.3% | +18.3% |
| 1Y | +21.7% | +0.5% | +21.2% | +19.7% |
| All | +21.7% | +3.6% | +18.1% | +19.7% |
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