+4.5%
GEN vs VEU
+22.8%
-18.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.1% |
| 7D | -4.3% | -1.9% | -2.4% | -3.8% |
| 30D | +3.8% | -0.7% | +4.5% | +4.0% |
| 3M | +22.3% | +4.9% | +17.4% | +19.7% |
| 6M | +39.0% | +9.8% | +29.1% | +33.3% |
| YTD | +11.9% | +15.3% | -3.4% | +5.1% |
| 1Y | +4.5% | +23.0% | -18.5% | -5.6% |
| All | +4.5% | +22.8% | -18.3% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling