-39.0%
GENI vs VT
+115.3%
-154.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -3.3% |
| 7D | +3.0% | +2.9% | +0.2% | -1.8% |
| 30D | -6.6% | -2.5% | -4.1% | -1.6% |
| 3M | -20.3% | -3.3% | -16.9% | -14.4% |
| 6M | +37.1% | +1.5% | +35.5% | +34.7% |
| YTD | -44.6% | +11.4% | -56.0% | -53.6% |
| 1Y | -40.8% | +11.9% | -52.7% | -50.7% |
| 3Y | +15.7% | +73.9% | -58.1% | -55.8% |
| 5Y | -61.7% | +57.9% | -119.6% | -81.2% |
| All | -39.0% | +115.3% | -154.3% | -73.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling