+27.7%
V vs GEN
+14.8%
+12.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +0.9% |
| 7D | +0.9% | +2.0% | -1.1% | +0.6% |
| 30D | +9.0% | +27.7% | -18.8% | +5.2% |
| 3M | +16.7% | +3.3% | +13.5% | +16.2% |
| 6M | +33.4% | +31.8% | +1.6% | +28.2% |
| YTD | +22.4% | +13.5% | +8.9% | +22.8% |
| 1Y | +27.7% | +16.0% | +11.6% | +27.0% |
| All | +27.7% | +14.8% | +12.8% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling