+430.5%
VT vs GNRC
+1,963.7%
-1,533.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -0.3% |
| 7D | -2.3% | -10.7% | +8.4% | -0.3% |
| 30D | -5.0% | -20.1% | +15.2% | -0.9% |
| 3M | -4.9% | -16.3% | +11.4% | -2.4% |
| 6M | -1.5% | -33.9% | +32.4% | +5.1% |
| YTD | +8.5% | +29.6% | -21.1% | -0.3% |
| 1Y | +11.4% | +14.9% | -3.6% | +4.6% |
| 3Y | +70.1% | +72.5% | -2.4% | +42.3% |
| 5Y | +53.7% | -60.1% | +113.8% | +64.8% |
| 10Y | +220.0% | +375.3% | -155.4% | +89.9% |
| All | +430.5% | +1,963.7% | -1,533.3% | +110.1% |
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 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