+64.6%
GEN vs ITOT
+74.3%
-9.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +1.3% |
| 7D | -4.3% | -2.0% | -2.3% | -2.6% |
| 30D | +3.8% | -2.0% | +5.7% | +5.6% |
| 3M | +22.3% | +4.5% | +17.7% | +17.4% |
| 6M | +39.0% | +12.6% | +26.3% | +24.7% |
| YTD | +11.9% | +12.0% | -0.1% | +1.1% |
| 1Y | +4.5% | +17.3% | -12.7% | -9.5% |
| All | +64.6% | +74.3% | -9.7% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling