-21.1%
GENVR vs VOO
+46.5%
-67.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.3% | +2.6% | +3.5% |
| 7D | +11.3% | -0.6% | +11.9% | +14.6% |
| 30D | +224.7% | -3.6% | +228.4% | +266.7% |
| 3M | -20.8% | -2.7% | -18.0% | -10.8% |
| 6M | +380.9% | +2.2% | +378.7% | +350.5% |
| YTD | -30.3% | +10.9% | -41.2% | -48.0% |
| 1Y | -25.0% | +11.3% | -36.3% | -44.5% |
| All | -21.1% | +46.5% | -67.5% | -60.9% |
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