+85.7%
GEN vs VLTO
+56.3%
+29.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | +1.0% | +1.6% | -0.6% | +0.2% |
| 30D | +29.1% | +22.0% | +7.1% | +17.7% |
| 3M | +2.9% | +21.9% | -19.0% | -6.2% |
| 6M | +33.6% | +36.5% | -2.9% | +15.4% |
| YTD | +12.0% | +19.0% | -6.9% | +3.0% |
| 1Y | +16.2% | +21.0% | -4.8% | +5.8% |
| 3Y | +65.1% | +69.9% | -4.8% | +32.8% |
| All | +85.7% | +56.3% | +29.4% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling