+20.6%
GEN vs VEU
+56.2%
-35.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.3% |
| 7D | -2.9% | +0.3% | -3.2% | -3.1% |
| 30D | +2.1% | +0.7% | +1.4% | +1.6% |
| 3M | +19.7% | +4.7% | +15.0% | +15.6% |
| 6M | +33.3% | +11.6% | +21.6% | +22.6% |
| YTD | +11.1% | +16.8% | -5.7% | -1.2% |
| 1Y | +3.0% | +24.9% | -21.9% | -13.0% |
| 3Y | +57.9% | +75.7% | -17.9% | +5.3% |
| 5Y | +20.6% | +56.1% | -35.5% | -12.4% |
| All | +20.6% | +56.2% | -35.6% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling