+3,310.4%
V vs GEN
+404.6%
+2,905.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | +0.8% |
| 7D | +2.2% | +2.3% | -0.1% | +1.6% |
| 30D | +13.6% | +33.1% | -19.5% | +4.4% |
| 3M | +14.3% | +6.5% | +7.8% | +11.1% |
| 6M | +33.1% | +53.8% | -20.7% | +15.4% |
| YTD | +21.2% | +11.2% | +10.0% | +14.9% |
| 1Y | +26.4% | +19.4% | +7.0% | +17.3% |
| 3Y | +77.6% | +81.0% | -3.5% | +42.9% |
| 5Y | +102.6% | +33.4% | +69.2% | +73.8% |
| 10Y | +464.4% | +164.3% | +300.1% | +254.7% |
| All | +3,310.4% | +404.6% | +2,905.8% | +1,404.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling