+24.6%
VEA vs GEN
+3.4%
+21.1%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -2.1% | -4.3% | +2.3% | -1.7% |
| 30D | -1.1% | +3.8% | -4.8% | -1.4% |
| 3M | +5.1% | +22.3% | -17.2% | +3.2% |
| 6M | +9.8% | +39.0% | -29.2% | +5.8% |
| YTD | +15.9% | +11.9% | +4.0% | +14.7% |
| 1Y | +24.6% | +4.5% | +20.1% | +24.2% |
| All | +24.6% | +3.4% | +21.1% | +24.2% |
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