-51.4%
VG vs GEN
+15.2%
-66.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.9% | -3.1% | -3.9% |
| 7D | -22.0% | +8.5% | -30.5% | -23.0% |
| 30D | -14.7% | +34.2% | -48.9% | -18.6% |
| 3M | -7.1% | +10.0% | -17.0% | -8.9% |
| 6M | -11.2% | +56.8% | -67.9% | -21.8% |
| YTD | +69.8% | +14.2% | +55.6% | +75.8% |
| 1Y | +49.9% | +20.8% | +29.1% | +48.2% |
| All | -51.4% | +15.2% | -66.7% | -53.5% |
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