+12.8%
VG vs GEN
+5.4%
+7.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.6% |
| 7D | +1.7% | -1.2% | +2.9% | +1.6% |
| 30D | +16.0% | +10.1% | +5.9% | +16.9% |
| 3M | +9.7% | +16.1% | -6.4% | +11.5% |
| 6M | +29.6% | +38.9% | -9.3% | +36.1% |
| YTD | +112.0% | +14.4% | +97.6% | +137.0% |
| 1Y | +12.8% | +5.9% | +6.9% | +27.0% |
| All | +12.8% | +5.4% | +7.4% | +27.0% |
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