+86.0%
GEN vs VT
+69.4%
+16.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.1% | +2.5% |
| 7D | +8.5% | -4.2% | +12.7% | +12.3% |
| 30D | +34.2% | -5.8% | +40.0% | +40.9% |
| 3M | +10.0% | -5.2% | +15.2% | +14.9% |
| 6M | +56.8% | +0.1% | +56.6% | +55.1% |
| YTD | +14.2% | +8.2% | +6.0% | +5.0% |
| 1Y | +20.8% | +10.1% | +10.7% | +9.1% |
| All | +86.0% | +69.4% | +16.6% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling