+82.7%
VTRS vs GNRC
+10.1%
+72.6%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.0% | +7.7% | -0.4% |
| 7D | -1.2% | -15.3% | +14.1% | +0.3% |
| 30D | +8.2% | -22.9% | +31.1% | +10.8% |
| 3M | +8.3% | -20.7% | +29.0% | +10.5% |
| 6M | +24.1% | -34.6% | +58.7% | +28.0% |
| YTD | +56.0% | +26.4% | +29.6% | +45.8% |
| 1Y | +82.7% | +8.3% | +74.5% | +75.0% |
| All | +82.7% | +10.1% | +72.6% | +75.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling