-66.1%
GENI vs VT
+53.4%
-119.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.4% |
| 7D | -6.1% | -2.3% | -3.8% | -1.4% |
| 30D | -5.8% | -5.0% | -0.9% | +3.5% |
| 3M | -23.8% | -4.9% | -18.9% | -15.9% |
| 6M | +35.7% | -1.5% | +37.2% | +40.1% |
| YTD | -45.8% | +8.5% | -54.3% | -52.6% |
| 1Y | -41.5% | +11.4% | -52.9% | -51.0% |
| 3Y | +13.7% | +70.1% | -56.4% | -55.5% |
| All | -66.1% | +53.4% | -119.5% | -82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling