+2,193.0%
GNRC vs VT
+455.3%
+1,737.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.1% | +5.6% | +5.2% |
| 7D | +2.5% | -0.7% | +3.2% | +3.9% |
| 30D | -11.2% | -1.7% | -9.4% | -8.6% |
| 3M | -10.1% | -2.3% | -7.8% | -6.6% |
| 6M | -28.5% | +1.5% | -30.0% | -28.6% |
| YTD | +42.3% | +12.0% | +30.2% | +25.7% |
| 1Y | +22.8% | +12.9% | +10.0% | +7.9% |
| 3Y | +87.3% | +74.9% | +12.4% | -3.9% |
| 5Y | -56.9% | +59.9% | -116.8% | -73.8% |
| 10Y | +384.9% | +224.6% | +160.3% | +41.9% |
| All | +2,193.0% | +455.3% | +1,737.7% | +335.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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