-9.3%
GENVR vs VOO
+48.3%
-57.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +1.3% | +13.6% | +10.3% |
| 7D | -10.2% | -0.9% | -9.3% | -7.3% |
| 30D | +281.1% | -2.3% | +283.4% | +311.9% |
| 3M | -6.0% | -1.2% | -4.8% | +0.3% |
| 6M | +372.0% | +3.3% | +368.6% | +327.6% |
| YTD | -19.9% | +12.3% | -32.2% | -42.6% |
| 1Y | -29.0% | +12.5% | -41.5% | -49.4% |
| All | -9.3% | +48.3% | -57.6% | -56.9% |
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