-35.7%
VG vs GNRC
+18.6%
-54.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.0% | +5.8% | +3.9% |
| 7D | +3.8% | +3.2% | +0.6% | +3.6% |
| 30D | +7.2% | -9.5% | +16.7% | +7.7% |
| 3M | +22.8% | -28.5% | +51.3% | +25.0% |
| 6M | +33.2% | -10.0% | +43.2% | +29.0% |
| YTD | +124.8% | +36.7% | +88.1% | +90.5% |
| 1Y | +15.8% | +2.6% | +13.3% | +5.9% |
| All | -35.7% | +18.6% | -54.3% | -56.6% |
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