+66.2%
GEN vs VSXY
+352.7%
-286.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.8% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +6.1% | -18.7% | +24.8% | +7.4% |
| 3M | +27.0% | -4.0% | +30.9% | +27.0% |
| 6M | +43.9% | +67.5% | -23.6% | +36.7% |
| YTD | +13.0% | +39.7% | -26.7% | +8.7% |
| 1Y | +4.0% | +180.0% | -176.0% | -6.7% |
| 3Y | +66.2% | +337.3% | -271.1% | +37.3% |
| All | +66.2% | +352.7% | -286.5% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling