-4.5%
GENVR vs VT
+15.2%
-19.7%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.4% | +1.7% | +40.7% | +35.7% |
| 7D | +280.2% | -0.3% | +280.5% | +285.7% |
| 30D | +363.2% | -1.4% | +364.7% | +390.8% |
| 3M | +50.4% | -1.4% | +51.8% | +65.0% |
| 6M | +882.9% | +5.5% | +877.5% | +712.4% |
| YTD | -10.8% | +12.8% | -23.7% | -34.5% |
| 1Y | -4.5% | +15.4% | -19.9% | -34.1% |
| All | -4.5% | +15.2% | -19.7% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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