+1.0%
GENVR vs VT
+46.1%
-45.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +42.4% | +1.7% | +40.7% | +36.5% |
| 7D | +280.2% | -0.3% | +280.5% | +285.5% |
| 30D | +363.2% | -1.4% | +364.7% | +388.4% |
| 3M | +50.4% | -1.4% | +51.8% | +63.7% |
| 6M | +882.9% | +5.5% | +877.5% | +741.3% |
| YTD | -10.8% | +12.8% | -23.7% | -33.2% |
| 1Y | -4.5% | +15.4% | -19.9% | -32.2% |
| All | +1.0% | +46.1% | -45.1% | -45.0% |
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