+27.3%
V vs GEN
+18.5%
+8.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | +0.6% | +1.0% | -0.4% | +0.5% |
| 30D | +9.7% | +29.1% | -19.3% | +5.8% |
| 3M | +17.3% | +2.9% | +14.4% | +16.8% |
| 6M | +33.2% | +33.6% | -0.4% | +27.8% |
| YTD | +21.3% | +12.0% | +9.3% | +22.2% |
| 1Y | +27.3% | +16.2% | +11.2% | +26.9% |
| All | +27.3% | +18.5% | +8.9% | +26.9% |
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