+5.9%
GEN vs ITOT
+20.8%
-15.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.9% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | +10.1% | 0.0% | +10.1% | +10.2% |
| 3M | +16.1% | +2.0% | +14.1% | +14.5% |
| 6M | +38.9% | +13.0% | +25.8% | +24.7% |
| YTD | +14.4% | +14.0% | +0.5% | +2.5% |
| 1Y | +5.9% | +19.9% | -14.0% | -9.1% |
| All | +5.9% | +20.8% | -15.0% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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