+157.2%
GEN vs VOO
+309.6%
-152.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +2.7% |
| 7D | +2.0% | +2.6% | -0.5% | +0.2% |
| 30D | +27.7% | -2.0% | +29.7% | +29.3% |
| 3M | +3.3% | -2.8% | +6.0% | +5.1% |
| 6M | +31.8% | +2.2% | +29.6% | +29.3% |
| YTD | +13.5% | +11.5% | +2.0% | +4.8% |
| 1Y | +16.0% | +13.5% | +2.6% | +5.7% |
| 3Y | +70.6% | +78.1% | -7.5% | +13.6% |
| 5Y | +32.1% | +73.1% | -41.0% | -10.8% |
| All | +157.2% | +309.6% | -152.4% | -22.8% |
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