+2,148.2%
GNRC vs VO
+619.9%
+1,528.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.3% |
| 7D | +4.8% | +0.6% | +4.2% | +4.0% |
| 30D | -10.4% | -1.1% | -9.3% | -9.0% |
| 3M | -28.5% | +4.5% | -33.0% | -32.0% |
| 6M | -6.8% | +11.1% | -17.8% | -17.6% |
| YTD | +39.5% | +13.5% | +25.9% | +20.3% |
| 1Y | +3.4% | +14.5% | -11.1% | -11.2% |
| 3Y | +65.1% | +58.1% | +7.0% | -3.4% |
| 5Y | -57.1% | +43.3% | -100.4% | -69.6% |
| 10Y | +432.5% | +193.2% | +239.3% | +75.7% |
| All | +2,148.2% | +619.9% | +1,528.3% | +255.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling