+123.4%
VRT vs GNRC
+6.8%
+116.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +2.0% | +2.7% |
| 7D | +9.1% | +1.9% | +7.2% | +7.7% |
| 30D | +0.9% | -13.8% | +14.8% | +12.0% |
| 3M | -13.4% | -32.6% | +19.3% | +14.9% |
| 6M | +11.7% | -15.2% | +26.9% | +25.0% |
| YTD | +73.2% | +37.4% | +35.8% | +46.6% |
| 1Y | +123.4% | +5.1% | +118.3% | +116.1% |
| All | +123.4% | +6.8% | +116.6% | +116.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling