+112.0%
VSH vs GNRC
+6.8%
+105.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.4% | +2.1% | +3.0% |
| 7D | +4.1% | +1.9% | +2.1% | +2.9% |
| 30D | -4.2% | -13.8% | +9.7% | +4.7% |
| 3M | -50.0% | -32.6% | -17.3% | -36.8% |
| 6M | +80.2% | -15.2% | +95.4% | +102.9% |
| YTD | +121.1% | +37.4% | +83.7% | +98.3% |
| 1Y | +112.0% | +5.1% | +106.9% | +115.8% |
| All | +112.0% | +6.8% | +105.2% | +115.8% |
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