-68.0%
GENI vs VOO
+81.3%
-149.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.4% |
| 7D | -11.9% | -2.0% | -9.9% | -9.0% |
| 30D | -13.6% | -1.7% | -12.0% | -11.0% |
| 3M | -1.2% | +4.7% | -5.9% | -8.3% |
| 6M | +29.7% | +12.6% | +17.2% | +7.0% |
| YTD | -39.0% | +11.8% | -50.8% | -48.8% |
| 1Y | -46.5% | +17.5% | -64.0% | -58.6% |
| 3Y | +4.3% | +77.0% | -72.6% | -59.7% |
| All | -68.0% | +81.3% | -149.3% | -87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling