+270.6%
GENC vs VOO
+800.4%
-529.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +3.2% | +2.6% | +0.6% | +1.6% |
| 30D | -2.1% | -2.0% | -0.1% | -0.9% |
| 3M | -2.6% | -2.8% | +0.2% | -1.0% |
| 6M | +20.1% | +2.2% | +17.9% | +18.4% |
| YTD | +35.3% | +11.5% | +23.8% | +26.8% |
| 1Y | +29.4% | +13.5% | +16.0% | +20.1% |
| 3Y | +24.8% | +78.1% | -53.2% | -8.7% |
| 5Y | +40.3% | +73.1% | -32.8% | +3.0% |
| 10Y | +25.7% | +310.7% | -285.0% | -36.0% |
| All | +270.6% | +800.4% | -529.9% | +75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling