+13.0%
VTRS vs GNRC
+2,082.9%
-2,069.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.2% |
| 7D | -2.2% | -0.2% | -2.0% | -2.2% |
| 30D | +3.3% | -15.7% | +19.0% | +6.7% |
| 3M | +2.0% | -27.3% | +29.3% | +7.6% |
| 6M | +19.9% | -12.1% | +32.0% | +20.9% |
| YTD | +35.7% | +37.1% | -1.4% | +24.5% |
| 1Y | +68.1% | -0.5% | +68.6% | +63.3% |
| 3Y | +87.1% | +61.5% | +25.6% | +60.2% |
| 5Y | +47.6% | -58.6% | +106.2% | +58.0% |
| 10Y | -48.2% | +446.3% | -494.4% | -71.6% |
| All | +13.0% | +2,082.9% | -2,069.9% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling