+135.1%
VGT vs GEN
+21.5%
+113.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | -1.0% | -4.3% | +3.3% | +0.3% |
| 30D | -0.4% | +3.8% | -4.2% | -1.7% |
| 3M | +6.6% | +22.3% | -15.7% | -0.5% |
| 6M | +31.0% | +39.0% | -7.9% | +16.4% |
| YTD | +27.2% | +11.9% | +15.4% | +21.3% |
| 1Y | +34.5% | +4.5% | +29.9% | +31.0% |
| 3Y | +123.1% | +59.0% | +64.2% | +86.3% |
| 5Y | +135.1% | +22.0% | +113.1% | +108.0% |
| All | +135.1% | +21.5% | +113.6% | +108.0% |
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 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