+99.1%
V vs GEN
+32.5%
+66.6%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | +0.6% |
| 7D | +2.2% | +2.3% | -0.1% | +1.7% |
| 30D | +13.6% | +33.1% | -19.5% | +6.9% |
| 3M | +14.3% | +6.5% | +7.8% | +12.2% |
| 6M | +33.1% | +53.8% | -20.7% | +19.9% |
| YTD | +21.2% | +11.2% | +10.0% | +17.2% |
| 1Y | +26.4% | +19.4% | +7.0% | +20.2% |
| 3Y | +77.6% | +81.0% | -3.5% | +53.7% |
| All | +99.1% | +32.5% | +66.6% | +80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling