-87.5%
GENK vs VT
+79.4%
-167.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.6% |
| 7D | -0.5% | +0.4% | -1.0% | -1.3% |
| 30D | -8.2% | +1.0% | -9.2% | -9.5% |
| 3M | -8.7% | +2.4% | -11.0% | -12.4% |
| 6M | 0.0% | +12.0% | -12.0% | -16.6% |
| YTD | -10.0% | +15.3% | -25.3% | -28.5% |
| 1Y | -39.7% | +22.6% | -62.3% | -56.7% |
| 3Y | -88.7% | +74.7% | -163.3% | -95.5% |
| All | -87.5% | +79.4% | -167.0% | -95.6% |
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