-7.8%
GENVR vs VT
+40.2%
-47.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -4.1% | -4.6% | +5.2% |
| 7D | +110.3% | -4.2% | +114.5% | +144.5% |
| 30D | +264.4% | -5.8% | +270.2% | +347.4% |
| 3M | +34.3% | -5.2% | +39.6% | +67.4% |
| 6M | +797.6% | +0.1% | +797.4% | +820.7% |
| YTD | -18.6% | +8.2% | -26.8% | -29.8% |
| 1Y | -12.8% | +10.1% | -22.9% | -27.8% |
| All | -7.8% | +40.2% | -47.9% | -42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling