+46.4%
VTRS vs GNRC
-58.7%
+105.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.4% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +3.3% | -15.7% | +19.0% | +5.8% |
| 3M | +2.0% | -27.3% | +29.3% | +6.0% |
| 6M | +19.9% | -12.1% | +32.0% | +20.5% |
| YTD | +35.7% | +37.1% | -1.4% | +27.2% |
| 1Y | +68.1% | -0.5% | +68.6% | +64.4% |
| 3Y | +87.1% | +61.5% | +25.6% | +67.3% |
| All | +46.4% | -58.7% | +105.1% | +45.9% |
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