-38.0%
GENI vs VT
+115.2%
-153.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.2% | -0.6% |
| 7D | -4.9% | +0.4% | -5.3% | -4.7% |
| 30D | -6.8% | -2.6% | -4.2% | -1.6% |
| 3M | -18.3% | -3.2% | -15.1% | -12.5% |
| 6M | +40.9% | +0.9% | +40.0% | +39.8% |
| YTD | -43.7% | +11.3% | -55.0% | -52.8% |
| 1Y | -39.4% | +14.0% | -53.4% | -51.2% |
| 3Y | +19.7% | +75.8% | -56.2% | -55.2% |
| 5Y | -64.4% | +57.8% | -122.2% | -82.5% |
| All | -38.0% | +115.2% | -153.2% | -73.3% |
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