-21.1%
GENVR vs VOO
+47.8%
-68.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.3% | -12.6% | -11.8% |
| 7D | -14.4% | +3.3% | -17.7% | -23.7% |
| 30D | +215.0% | -2.7% | +217.7% | +245.4% |
| 3M | -12.5% | -1.7% | -10.8% | -4.3% |
| 6M | +373.0% | +3.1% | +369.9% | +332.0% |
| YTD | -30.3% | +11.9% | -42.3% | -49.4% |
| 1Y | -37.0% | +12.1% | -49.1% | -54.4% |
| All | -21.1% | +47.8% | -68.9% | -61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling