+376.9%
GEN vs VCLT
+98.6%
+278.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.4% |
| 7D | +2.0% | -2.3% | +4.3% | +2.3% |
| 30D | +27.7% | +0.8% | +27.0% | +27.7% |
| 3M | +3.3% | -2.7% | +5.9% | +3.5% |
| 6M | +31.8% | -4.3% | +36.1% | +32.3% |
| YTD | +13.5% | -4.3% | +17.8% | +13.9% |
| 1Y | +16.0% | -4.4% | +20.4% | +16.5% |
| 3Y | +70.6% | +13.8% | +56.8% | +71.4% |
| 5Y | +32.1% | -17.0% | +49.1% | +26.1% |
| 10Y | +153.4% | +20.9% | +132.5% | +179.4% |
| All | +376.9% | +98.6% | +278.3% | +620.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling