+444.2%
V vs GEN
+166.9%
+277.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | +9.5% | +28.2% | -18.6% | +3.4% |
| 3M | +16.7% | +2.6% | +14.1% | +15.2% |
| 6M | +32.9% | +32.7% | +0.3% | +23.4% |
| YTD | +21.1% | +11.3% | +9.8% | +16.4% |
| 1Y | +26.6% | +17.9% | +8.7% | +20.0% |
| 3Y | +78.4% | +66.3% | +12.0% | +54.4% |
| 5Y | +105.5% | +31.7% | +73.8% | +83.8% |
| 10Y | +444.2% | +150.0% | +294.2% | +268.8% |
| All | +444.2% | +166.9% | +277.4% | +268.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling