+3.6%
VCIT vs GNRC
-57.1%
+60.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | +0.1% | +4.8% | -4.8% | -0.1% |
| 30D | -0.8% | -10.4% | +9.6% | -0.4% |
| 3M | -0.5% | -28.5% | +27.9% | +0.5% |
| 6M | -1.4% | -6.8% | +5.4% | -1.4% |
| YTD | -0.8% | +39.5% | -40.3% | -2.4% |
| 1Y | +0.3% | +3.4% | -3.1% | -0.4% |
| 3Y | +19.2% | +65.1% | -45.9% | +15.3% |
| 5Y | +3.6% | -57.1% | +60.7% | +1.6% |
| All | +3.6% | -57.1% | +60.7% | +1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling