+56.9%
GNRC vs VO
+54.6%
+2.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -1.0% |
| 7D | -0.7% | -2.5% | +1.7% | +3.6% |
| 30D | -15.8% | -3.2% | -12.6% | -10.9% |
| 3M | -24.0% | +3.9% | -27.9% | -28.3% |
| 6M | -13.8% | +9.6% | -23.4% | -24.9% |
| YTD | +33.2% | +11.6% | +21.6% | +13.2% |
| 1Y | -1.8% | +12.6% | -14.4% | -17.2% |
| All | +56.9% | +54.6% | +2.3% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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