+629.4%
VTV vs GNRC
+2,082.9%
-1,453.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | +0.2% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | -1.0% | -15.7% | +14.7% | +1.9% |
| 3M | +4.6% | -27.3% | +32.0% | +10.0% |
| 6M | +13.5% | -12.1% | +25.6% | +14.4% |
| YTD | +18.5% | +37.1% | -18.6% | +9.4% |
| 1Y | +22.9% | -0.5% | +23.4% | +19.6% |
| 3Y | +67.8% | +61.5% | +6.3% | +45.3% |
| 5Y | +81.8% | -58.6% | +140.4% | +93.0% |
| 10Y | +233.0% | +446.3% | -213.3% | +95.5% |
| All | +629.4% | +2,082.9% | -1,453.5% | +195.9% |
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