+2,047.1%
VGT vs GNRC
+2,020.8%
+26.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.5% | -0.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.9% |
| 30D | -0.4% | -15.8% | +15.4% | +3.9% |
| 3M | +6.6% | -24.0% | +30.6% | +13.7% |
| 6M | +31.0% | -13.8% | +44.8% | +34.3% |
| YTD | +27.2% | +33.2% | -6.0% | +15.4% |
| 1Y | +34.5% | -1.8% | +36.3% | +31.0% |
| 3Y | +123.1% | +57.7% | +65.4% | +86.0% |
| 5Y | +135.1% | -59.7% | +194.8% | +159.9% |
| 10Y | +803.4% | +430.7% | +372.6% | +419.0% |
| All | +2,047.1% | +2,020.8% | +26.3% | +756.1% |
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 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