+16.5%
GENVR vs VT
+49.4%
-32.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.6% | 0.0% | -12.6% | -12.5% |
| 7D | -10.6% | +0.4% | -11.0% | -11.4% |
| 30D | +69.7% | +1.0% | +68.7% | +67.4% |
| 3M | +64.9% | +2.4% | +62.5% | +54.3% |
| 6M | +165.7% | +12.0% | +153.7% | +84.1% |
| YTD | +2.9% | +15.3% | -12.5% | -29.8% |
| 1Y | -46.1% | +22.6% | -68.7% | -69.3% |
| All | +16.5% | +49.4% | -32.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling