+78.6%
GNRC vs VLTO
+23.4%
+55.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.2% | -1.9% |
| 7D | -0.7% | -4.5% | +3.8% | +1.7% |
| 30D | -15.8% | -4.6% | -11.2% | -13.8% |
| 3M | -24.0% | +13.3% | -37.3% | -30.4% |
| 6M | -13.8% | +2.1% | -15.9% | -15.6% |
| YTD | +33.2% | -6.1% | +39.3% | +36.6% |
| 1Y | -1.8% | -11.4% | +9.6% | +4.5% |
| All | +78.6% | +23.4% | +55.2% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling