Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • VTRS vs GNRC✓SelectedUSD · GNRCVTRS vs GNRC performance historyLatest closeAs of-1.30%11/05
Stock and ETF performance explorer

VTRS vs GNRC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+82.7%
GNRC return
+10.1%
Excess return
+72.6%
Maximum drawdown
-19.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioGNRCExcessAlpha
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