+50.0%
VG vs GEN
+17.5%
+32.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | -0.2% |
| 7D | -22.0% | +2.3% | -24.3% | -21.8% |
| 30D | -11.6% | +33.1% | -44.7% | -9.6% |
| 3M | -14.9% | +6.5% | -21.4% | -14.9% |
| 6M | -3.5% | +53.8% | -57.3% | +1.3% |
| YTD | +70.0% | +11.2% | +58.7% | +74.8% |
| 1Y | +50.0% | +19.4% | +30.6% | +54.0% |
| All | +50.0% | +17.5% | +32.5% | +54.0% |
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