+151.3%
GEN vs VEU
+152.3%
-1.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.5% |
| 7D | -4.3% | -1.9% | -2.4% | -3.2% |
| 30D | +3.8% | -0.7% | +4.5% | +4.2% |
| 3M | +22.3% | +4.9% | +17.4% | +18.2% |
| 6M | +39.0% | +9.8% | +29.1% | +30.1% |
| YTD | +11.9% | +15.3% | -3.4% | +1.4% |
| 1Y | +4.5% | +23.0% | -18.5% | -9.2% |
| 3Y | +59.0% | +73.5% | -14.5% | +11.9% |
| 5Y | +22.0% | +54.5% | -32.5% | -8.6% |
| All | +151.3% | +152.3% | -1.0% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling