+58.0%
GENC vs VOO
+325.3%
-267.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.6% | -1.4% |
| 7D | -2.7% | -0.8% | -1.9% | -2.1% |
| 30D | -0.7% | -1.1% | +0.4% | +0.1% |
| 3M | +20.5% | +3.9% | +16.6% | +16.8% |
| 6M | +21.1% | +13.6% | +7.4% | +9.5% |
| YTD | +38.3% | +12.7% | +25.6% | +26.2% |
| 1Y | +15.3% | +17.6% | -2.3% | +2.0% |
| 3Y | +27.6% | +77.3% | -49.7% | -15.0% |
| 5Y | +56.7% | +84.1% | -27.4% | 0.0% |
| All | +58.0% | +325.3% | -267.3% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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