+153.8%
GEN vs VTEB
+17.9%
+135.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.8% |
| 7D | -1.3% | -0.9% | -0.4% | -0.8% |
| 30D | +6.1% | -2.5% | +8.6% | +7.4% |
| 3M | +27.0% | -3.0% | +29.9% | +28.8% |
| 6M | +43.9% | -2.1% | +46.0% | +45.4% |
| YTD | +13.0% | -1.5% | +14.5% | +13.9% |
| 1Y | +4.0% | +0.2% | +3.9% | +4.1% |
| 3Y | +66.2% | +8.6% | +57.6% | +61.7% |
| 5Y | +23.2% | +1.2% | +22.0% | +20.6% |
| All | +153.8% | +17.9% | +135.9% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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