-29.0%
GENVR vs VOO
+13.0%
-42.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +1.3% | +13.6% | +9.5% |
| 7D | -10.2% | -0.9% | -9.3% | -6.9% |
| 30D | +281.1% | -2.3% | +283.4% | +317.0% |
| 3M | -6.0% | -1.2% | -4.8% | +1.1% |
| 6M | +372.0% | +3.3% | +368.6% | +310.2% |
| YTD | -19.9% | +12.3% | -32.2% | -48.2% |
| 1Y | -29.0% | +12.5% | -41.5% | -54.5% |
| All | -29.0% | +13.0% | -42.0% | -54.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling