+25.4%
GEN vs VO
+42.6%
-17.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.0% |
| 7D | -1.2% | -0.3% | -0.9% | -0.9% |
| 30D | +10.1% | -0.3% | +10.5% | +10.5% |
| 3M | +16.1% | +2.9% | +13.1% | +13.3% |
| 6M | +38.9% | +9.3% | +29.5% | +28.8% |
| YTD | +14.4% | +14.2% | +0.2% | +2.7% |
| 1Y | +5.9% | +15.3% | -9.4% | -5.7% |
| 3Y | +58.8% | +56.2% | +2.5% | +12.8% |
| All | +25.4% | +42.6% | -17.2% | -5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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