+27.7%
GEN vs VT
+53.4%
-25.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.9% | -2.8% |
| 7D | +2.3% | -2.3% | +4.6% | +4.1% |
| 30D | +33.1% | -5.0% | +38.0% | +38.3% |
| 3M | +6.5% | -4.9% | +11.4% | +10.6% |
| 6M | +53.8% | -1.5% | +55.3% | +54.9% |
| YTD | +11.2% | +8.5% | +2.7% | +3.2% |
| 1Y | +19.4% | +11.4% | +8.0% | +8.4% |
| 3Y | +81.0% | +70.1% | +11.0% | +17.5% |
| All | +27.7% | +53.4% | -25.7% | -9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling