+9.6%
GENT vs VOO
+48.1%
-38.5%
-2.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | -1.1% | -1.1% | 0.0% | -1.1% |
| 3M | -1.3% | +3.9% | -5.1% | -1.3% |
| 6M | -1.1% | +13.6% | -14.8% | -1.1% |
| YTD | -0.7% | +12.7% | -13.4% | -0.6% |
| 1Y | +0.2% | +17.6% | -17.4% | +0.2% |
| All | +9.6% | +48.1% | -38.5% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling