+602.3%
VEEV vs GNRC
+344.3%
+258.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.6% | +0.7% |
| 7D | -8.2% | -0.7% | -7.5% | -8.1% |
| 30D | +10.3% | -15.8% | +26.2% | +14.9% |
| 3M | +59.4% | -24.0% | +83.4% | +67.7% |
| 6M | +37.6% | -13.8% | +51.4% | +37.3% |
| YTD | +16.9% | +33.2% | -16.3% | +0.7% |
| 1Y | -5.0% | -1.8% | -3.2% | -11.1% |
| 3Y | +18.5% | +57.7% | -39.3% | -8.8% |
| 5Y | -13.8% | -59.7% | +45.9% | -4.8% |
| 10Y | +547.0% | +430.7% | +116.2% | +192.7% |
| All | +602.3% | +344.3% | +258.0% | +199.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling