+228.4%
GDXJ price history and return analytics
+63.7%
+164.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.0% |
| 7D | -6.2% | -2.0% | -4.2% | -3.9% |
| 30D | +4.6% | -1.4% | +6.1% | +6.6% |
| 3M | +31.3% | +4.7% | +26.5% | +25.3% |
| 6M | -10.7% | +11.4% | -22.0% | -19.2% |
| YTD | +9.1% | +13.1% | -4.0% | -2.2% |
| 1Y | +44.1% | +19.0% | +25.1% | +23.1% |
| 3Y | +285.4% | +73.9% | +211.4% | +124.3% |
| 5Y | +228.4% | +65.4% | +163.0% | +85.9% |
| All | +228.4% | +63.7% | +164.7% | +85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling