+88.1%
GEN vs VLTO
+56.4%
+31.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.7% | +2.1% |
| 7D | +2.0% | +1.0% | +1.1% | +1.6% |
| 30D | +27.7% | +17.5% | +10.3% | +18.5% |
| 3M | +3.3% | +21.4% | -18.1% | -5.7% |
| 6M | +31.8% | +38.1% | -6.3% | +13.3% |
| YTD | +13.5% | +19.0% | -5.5% | +4.3% |
| 1Y | +16.0% | +20.7% | -4.6% | +5.9% |
| 3Y | +70.6% | +64.3% | +6.3% | +39.3% |
| All | +88.1% | +56.4% | +31.7% | +54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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