+346.6%
GEN vs VO
+827.2%
-480.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +29.0% |
| YTD | +14.4% | +14.2% | +0.2% | +2.9% |
| 1Y | +5.9% | +15.3% | -9.4% | -5.5% |
| 3Y | +58.8% | +56.2% | +2.5% | +12.0% |
| 5Y | +24.7% | +42.4% | -17.8% | -6.7% |
| 10Y | +163.1% | +194.7% | -31.7% | +4.1% |
| All | +346.6% | +827.2% | -480.6% | -43.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling