+435.3%
GNRC vs VEU
+155.0%
+280.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +1.5% |
| 7D | -0.2% | -1.4% | +1.2% | +1.8% |
| 30D | -15.7% | -0.4% | -15.3% | -15.2% |
| 3M | -27.3% | +2.5% | -29.9% | -29.2% |
| 6M | -12.1% | +11.1% | -23.2% | -23.0% |
| YTD | +37.1% | +16.5% | +20.6% | +13.1% |
| 1Y | -0.5% | +22.9% | -23.4% | -23.1% |
| 3Y | +61.5% | +73.4% | -11.9% | -20.1% |
| 5Y | -58.6% | +56.1% | -114.7% | -75.9% |
| All | +435.3% | +155.0% | +280.4% | +92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling