+334.2%
GEN vs VO
+822.3%
-488.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.7% | -2.1% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +28.2% | +0.5% | +27.7% | +27.6% |
| 3M | +2.6% | -1.0% | +3.6% | +3.5% |
| 6M | +32.7% | +6.4% | +26.3% | +26.1% |
| YTD | +11.3% | +13.6% | -2.3% | +0.4% |
| 1Y | +17.9% | +14.5% | +3.5% | +5.8% |
| 3Y | +66.3% | +67.2% | -0.9% | +11.2% |
| 5Y | +31.7% | +36.1% | -4.4% | +2.2% |
| 10Y | +150.0% | +199.3% | -49.3% | -2.3% |
| All | +334.2% | +822.3% | -488.1% | -45.0% |
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