+78.7%
GNRC vs VLTO
+56.3%
+22.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.8% |
| 7D | -13.1% | +1.6% | -14.8% | -13.8% |
| 30D | -19.2% | +22.0% | -41.1% | -27.0% |
| 3M | -11.8% | +21.9% | -33.7% | -20.4% |
| 6M | -32.5% | +36.5% | -69.0% | -43.6% |
| YTD | +33.3% | +19.0% | +14.3% | +20.9% |
| 1Y | +16.0% | +21.0% | -4.9% | +3.9% |
| 3Y | +75.5% | +69.9% | +5.7% | +38.4% |
| All | +78.7% | +56.3% | +22.4% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling