-64.3%
GENK vs VT
+11.9%
-76.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.8% | -0.7% |
| 7D | -25.2% | +2.4% | -27.5% | -27.6% |
| 30D | -43.8% | -1.5% | -42.3% | -42.9% |
| 3M | -51.3% | -4.1% | -47.2% | -49.1% |
| 6M | -58.0% | +0.6% | -58.5% | -58.8% |
| YTD | -55.0% | +11.0% | -66.0% | -61.7% |
| 1Y | -64.3% | +13.3% | -77.6% | -70.7% |
| All | -64.3% | +11.9% | -76.2% | -70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling