-26.9%
GENI vs VOO
+147.5%
-174.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.5% |
| 7D | +1.8% | +0.5% | +1.3% | +1.0% |
| 30D | -3.7% | -0.9% | -2.8% | -2.0% |
| 3M | +13.2% | +3.9% | +9.3% | +6.3% |
| 6M | +35.6% | +14.5% | +21.1% | +9.1% |
| YTD | -33.7% | +13.0% | -46.6% | -45.1% |
| 1Y | -42.8% | +19.4% | -62.2% | -56.7% |
| 3Y | +13.5% | +78.9% | -65.4% | -55.8% |
| 5Y | -67.2% | +82.3% | -149.5% | -86.9% |
| All | -26.9% | +147.5% | -174.4% | -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