+335.8%
VNQ vs GNRC
+2,082.9%
-1,747.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | +0.2% |
| 7D | -1.3% | -0.2% | -1.1% | -1.2% |
| 30D | -2.6% | -15.7% | +13.2% | +0.4% |
| 3M | -2.0% | -27.3% | +25.3% | +3.0% |
| 6M | +4.3% | -12.1% | +16.4% | +4.7% |
| YTD | +9.2% | +37.1% | -27.9% | -0.2% |
| 1Y | +5.6% | -0.5% | +6.1% | +2.1% |
| 3Y | +30.8% | +61.5% | -30.7% | +11.5% |
| 5Y | +8.0% | -58.6% | +66.5% | +13.6% |
| 10Y | +63.7% | +446.3% | -382.6% | -2.3% |
| All | +335.8% | +2,082.9% | -1,747.1% | +70.9% |
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