+61.5%
GNRC vs VRSN
+44.6%
+16.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +3.0% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -15.7% | +3.8% | -19.5% | -15.5% |
| 3M | -27.3% | +5.0% | -32.3% | -26.7% |
| 6M | -12.1% | +24.9% | -36.9% | -13.1% |
| YTD | +37.1% | +21.6% | +15.5% | +36.2% |
| 1Y | -0.5% | +2.4% | -2.9% | +2.5% |
| 3Y | +61.5% | +47.3% | +14.2% | +48.5% |
| All | +61.5% | +44.6% | +16.9% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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