+111.3%
GENC vs VT
+345.0%
-233.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.7% | -2.5% |
| 7D | -3.7% | -4.2% | +0.5% | -1.4% |
| 30D | -7.8% | -5.8% | -2.0% | -4.8% |
| 3M | +15.4% | -5.2% | +20.6% | +18.8% |
| 6M | +11.8% | +0.1% | +11.7% | +11.6% |
| YTD | +29.0% | +8.2% | +20.8% | +23.6% |
| 1Y | +20.6% | +10.1% | +10.5% | +14.6% |
| 3Y | +19.9% | +69.7% | -49.8% | -7.7% |
| 5Y | +43.8% | +53.4% | -9.6% | +15.3% |
| 10Y | +43.5% | +219.2% | -175.7% | -16.5% |
| All | +111.3% | +345.0% | -233.7% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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