+4.1%
VCIT vs GNRC
-57.0%
+61.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.1% |
| 7D | -1.4% | +7.9% | -9.3% | -1.7% |
| 30D | +0.6% | -3.7% | +4.2% | +0.6% |
| 3M | -2.2% | -11.9% | +9.7% | -2.0% |
| 6M | -2.3% | -28.6% | +26.3% | -1.5% |
| YTD | -2.2% | +39.9% | -42.1% | -4.1% |
| 1Y | -1.4% | +23.4% | -24.7% | -2.8% |
| 3Y | +18.7% | +84.2% | -65.5% | +14.1% |
| All | +4.1% | -57.0% | +61.1% | +1.9% |
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