+61.5%
GNRC vs VIG
+55.8%
+5.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +1.7% |
| 7D | -0.2% | -1.1% | +0.9% | +1.7% |
| 30D | -15.7% | -2.7% | -13.0% | -11.5% |
| 3M | -27.3% | +2.5% | -29.9% | -30.7% |
| 6M | -12.1% | +9.2% | -21.3% | -24.1% |
| YTD | +37.1% | +9.8% | +27.3% | +17.5% |
| 1Y | -0.5% | +12.4% | -12.8% | -17.3% |
| 3Y | +61.5% | +55.9% | +5.6% | -31.3% |
| All | +61.5% | +55.8% | +5.7% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling