+11.9%
VT vs GNRC
+21.5%
-9.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | +2.9% | +11.9% | -9.0% | +1.4% |
| 30D | -2.5% | -10.0% | +7.5% | -1.6% |
| 3M | -3.3% | -13.1% | +9.7% | -2.1% |
| 6M | +1.5% | -28.5% | +30.0% | +4.9% |
| YTD | +11.4% | +41.4% | -30.1% | +4.8% |
| 1Y | +11.9% | +18.8% | -6.8% | +8.2% |
| All | +11.9% | +21.5% | -9.5% | +8.2% |
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