+21.1%
GEN vs VICR
+47.2%
-26.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.9% | +4.7% | +0.1% |
| 7D | -2.9% | +1.3% | -4.2% | -3.0% |
| 30D | +2.1% | -11.9% | +14.0% | +2.5% |
| 3M | +19.7% | -35.1% | +54.8% | +21.4% |
| 6M | +33.3% | +8.1% | +25.1% | +28.3% |
| YTD | +11.1% | +67.8% | -56.7% | +2.4% |
| 1Y | +3.0% | +267.3% | -264.3% | -12.1% |
| 3Y | +57.9% | +191.2% | -133.3% | +32.8% |
| All | +21.1% | +47.2% | -26.1% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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