+13.7%
GENI vs VT
+69.7%
-56.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -6.1% | -2.3% | -3.8% | -1.9% |
| 30D | -5.8% | -5.0% | -0.9% | +2.4% |
| 3M | -23.8% | -4.9% | -18.9% | -16.8% |
| 6M | +35.7% | -1.5% | +37.2% | +40.2% |
| YTD | -45.8% | +8.5% | -54.3% | -51.5% |
| 1Y | -41.5% | +11.4% | -52.9% | -49.7% |
| 3Y | +13.7% | +70.1% | -56.4% | -47.1% |
| All | +13.7% | +69.7% | -56.0% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling