+3,297.7%
V vs GEN
+402.9%
+2,894.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.4% | -0.3% |
| 7D | -0.4% | -3.0% | +2.6% | +0.5% |
| 30D | +6.3% | +24.7% | -18.4% | -0.5% |
| 3M | +17.2% | +4.1% | +13.0% | +14.7% |
| 6M | +29.2% | +36.0% | -6.8% | +16.5% |
| YTD | +20.8% | +10.9% | +9.9% | +14.6% |
| 1Y | +25.0% | +12.2% | +12.8% | +18.1% |
| 3Y | +75.3% | +63.3% | +12.0% | +45.6% |
| 5Y | +105.8% | +29.0% | +76.8% | +78.4% |
| 10Y | +451.9% | +147.5% | +304.4% | +255.0% |
| All | +3,297.7% | +402.9% | +2,894.9% | +1,400.4% |
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 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