+20.6%
GEN vs VCLT
-15.5%
+36.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | +2.1% | +0.1% | +1.9% | +2.0% |
| 3M | +19.7% | -2.9% | +22.6% | +21.5% |
| 6M | +33.3% | -4.0% | +37.2% | +36.1% |
| YTD | +11.1% | -2.2% | +13.4% | +12.5% |
| 1Y | +3.0% | -2.6% | +5.6% | +4.4% |
| 3Y | +57.9% | +12.3% | +45.6% | +50.5% |
| 5Y | +20.6% | -16.4% | +37.0% | +9.0% |
| All | +20.6% | -15.5% | +36.1% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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