+84.5%
VTR vs GNRC
-58.7%
+143.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.9% | -3.4% | -0.8% |
| 7D | -0.3% | -0.2% | -0.1% | -0.3% |
| 30D | +1.1% | -15.7% | +16.8% | +2.9% |
| 3M | +7.9% | -27.3% | +35.2% | +11.1% |
| 6M | +6.2% | -12.1% | +18.2% | +6.0% |
| YTD | +17.7% | +37.1% | -19.4% | +10.4% |
| 1Y | +32.9% | -0.5% | +33.4% | +29.3% |
| 3Y | +129.7% | +61.5% | +68.2% | +101.7% |
| All | +84.5% | -58.7% | +143.2% | +76.0% |
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