+59.9%
VEA vs GNRC
-58.7%
+118.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.9% | +0.6% |
| 7D | -1.5% | -0.2% | -1.3% | -1.4% |
| 30D | -0.8% | -15.7% | +14.9% | +1.7% |
| 3M | +2.5% | -27.3% | +29.8% | +7.1% |
| 6M | +11.1% | -12.1% | +23.2% | +12.3% |
| YTD | +17.2% | +37.1% | -19.9% | +10.2% |
| 1Y | +24.5% | -0.5% | +25.0% | +22.3% |
| 3Y | +75.4% | +61.5% | +13.9% | +56.3% |
| All | +59.9% | -58.7% | +118.6% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 5y: compounded portfolio wealth divided by compounded GNRC 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…
5y analysis · Full analysis span regression · 6 months rolling