-25.1%
GENI vs VT
+123.0%
-148.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -6.6% | +0.4% | -7.1% | -7.2% |
| 30D | -10.1% | +1.0% | -11.1% | -11.4% |
| 3M | +17.8% | +2.4% | +15.4% | +13.0% |
| 6M | +24.0% | +12.0% | +12.0% | +1.7% |
| YTD | -32.0% | +15.3% | -47.4% | -46.9% |
| 1Y | -44.7% | +22.6% | -67.3% | -61.2% |
| 3Y | +14.2% | +74.7% | -60.5% | -56.9% |
| 5Y | -64.6% | +66.1% | -130.8% | -84.2% |
| All | -25.1% | +123.0% | -148.1% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling