+64.6%
GEN vs VYM
+64.0%
+0.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.3% |
| 7D | -4.3% | -1.9% | -2.5% | -2.3% |
| 30D | +3.8% | -2.6% | +6.4% | +6.9% |
| 3M | +22.3% | +3.6% | +18.7% | +17.6% |
| 6M | +39.0% | +8.7% | +30.3% | +26.1% |
| YTD | +11.9% | +14.1% | -2.2% | -3.9% |
| 1Y | +4.5% | +17.8% | -13.3% | -13.5% |
| All | +64.6% | +64.0% | +0.6% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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