+296.2%
GEN vs VTEB
+26.0%
+270.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | +0.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | +2.1% | -2.1% | +4.1% | +2.9% |
| 3M | +19.7% | -2.7% | +22.4% | +21.1% |
| 6M | +33.3% | -2.1% | +35.4% | +34.5% |
| YTD | +11.1% | -1.1% | +12.2% | +11.7% |
| 1Y | +3.0% | +1.3% | +1.7% | +2.7% |
| 3Y | +57.9% | +9.0% | +48.9% | +54.2% |
| 5Y | +20.6% | +1.5% | +19.1% | +17.9% |
| 10Y | +153.2% | +18.5% | +134.7% | +167.6% |
| All | +296.2% | +26.0% | +270.2% | +359.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling