+579.0%
VMC vs GNRC
+2,082.9%
-1,503.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.1% | +0.2% |
| 7D | -3.8% | -0.2% | -3.6% | -3.7% |
| 30D | -9.7% | -15.7% | +6.0% | -6.0% |
| 3M | -9.6% | -27.3% | +17.7% | -3.3% |
| 6M | -4.8% | -12.1% | +7.2% | -3.6% |
| YTD | -10.9% | +37.1% | -48.0% | -20.0% |
| 1Y | -15.6% | -0.5% | -15.1% | -18.6% |
| 3Y | +19.3% | +61.5% | -42.2% | -1.7% |
| 5Y | +48.0% | -58.6% | +106.6% | +60.8% |
| 10Y | +155.4% | +446.3% | -290.9% | +25.7% |
| All | +579.0% | +2,082.9% | -1,503.9% | +112.9% |
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