-51.4%
VG vs GEN
+12.2%
-63.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.4% |
| 7D | -22.0% | +2.3% | -24.3% | -22.4% |
| 30D | -11.6% | +33.1% | -44.7% | -15.7% |
| 3M | -14.9% | +6.5% | -21.4% | -16.2% |
| 6M | -3.5% | +53.8% | -57.3% | -15.1% |
| YTD | +70.0% | +11.2% | +58.7% | +76.6% |
| 1Y | +50.0% | +19.4% | +30.6% | +47.2% |
| All | -51.4% | +12.2% | -63.6% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling