+21.8%
GEN vs VT
+15.2%
+6.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.7% | +2.3% | +3.0% |
| 7D | +26.9% | -0.3% | +27.2% | +27.0% |
| 30D | +38.6% | -1.4% | +40.1% | +39.8% |
| 3M | +9.7% | -1.4% | +11.1% | +10.7% |
| 6M | +58.9% | +5.5% | +53.4% | +52.5% |
| YTD | +15.3% | +12.8% | +2.5% | +6.6% |
| 1Y | +21.8% | +15.4% | +6.4% | +11.1% |
| All | +21.8% | +15.2% | +6.6% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling