+383.5%
V vs GEN
+158.5%
+225.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.5% |
| 7D | -1.7% | -1.2% | -0.5% | -1.4% |
| 30D | +2.0% | +10.1% | -8.2% | -0.4% |
| 3M | +17.4% | +16.1% | +1.3% | +13.2% |
| 6M | +17.5% | +38.9% | -21.4% | +8.1% |
| YTD | +7.6% | +14.4% | -6.8% | +3.3% |
| 1Y | +7.7% | +5.9% | +1.9% | +5.3% |
| 3Y | +54.7% | +58.8% | -4.1% | +35.9% |
| 5Y | +73.0% | +24.7% | +48.4% | +57.7% |
| All | +383.5% | +158.5% | +225.0% | +233.7% |
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