+54.0%
VEA vs GEN
+33.3%
+20.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.4% |
| 7D | +2.3% | +2.0% | +0.2% | +1.9% |
| 30D | +0.2% | +27.7% | -27.5% | -4.1% |
| 3M | -5.3% | +3.3% | -8.6% | -6.2% |
| 6M | -0.9% | +31.8% | -32.7% | -6.8% |
| YTD | +12.2% | +13.5% | -1.3% | +8.4% |
| 1Y | +16.1% | +16.0% | +0.1% | +11.6% |
| 3Y | +73.0% | +70.6% | +2.4% | +52.0% |
| All | +54.0% | +33.3% | +20.6% | +35.6% |
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 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