+422.6%
GEN vs VEU
+192.1%
+230.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.5% |
| 7D | -1.2% | +1.1% | -2.3% | -1.9% |
| 30D | +10.1% | +2.2% | +8.0% | +8.5% |
| 3M | +16.1% | +3.0% | +13.1% | +13.1% |
| 6M | +38.9% | +10.9% | +28.0% | +28.2% |
| YTD | +14.4% | +18.2% | -3.8% | +1.0% |
| 1Y | +5.9% | +28.3% | -22.4% | -11.8% |
| 3Y | +58.8% | +74.6% | -15.8% | +7.2% |
| 5Y | +24.7% | +56.4% | -31.7% | -10.0% |
| 10Y | +163.1% | +153.0% | +10.1% | +31.9% |
| All | +422.6% | +192.1% | +230.5% | +110.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling