+151.2%
GEN vs VOO
+311.2%
-160.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -3.0% | +3.3% | -6.2% | -5.2% |
| 30D | +24.7% | -2.7% | +27.4% | +26.8% |
| 3M | +4.1% | -1.7% | +5.9% | +5.2% |
| 6M | +36.0% | +3.1% | +32.9% | +32.6% |
| YTD | +10.9% | +11.9% | -1.1% | +2.0% |
| 1Y | +12.2% | +12.1% | +0.1% | +3.1% |
| 3Y | +63.3% | +78.6% | -15.3% | +8.6% |
| 5Y | +29.0% | +73.8% | -44.8% | -13.1% |
| All | +151.2% | +311.2% | -160.0% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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