+296.2%
VZ vs GDXJ
+42.3%
+253.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.7% |
| 7D | +0.9% | +0.3% | +0.7% | +0.9% |
| 30D | +8.9% | -7.4% | +16.4% | +9.2% |
| 3M | +0.1% | -11.9% | +12.0% | +0.5% |
| 6M | +1.9% | -19.3% | +21.2% | +2.5% |
| YTD | +22.0% | -8.1% | +30.2% | +21.2% |
| 1Y | +22.1% | +9.1% | +13.1% | +20.1% |
| 3Y | +58.7% | +236.2% | -177.5% | +45.1% |
| 5Y | +22.3% | +136.3% | -114.0% | +13.1% |
| 10Y | +71.6% | +256.9% | -185.3% | +52.3% |
| All | +296.2% | +42.3% | +253.9% | +252.1% |
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