+2,267.4%
VGT vs GEN
+338.5%
+1,928.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +1.0% |
| 7D | +1.0% | -1.2% | +2.2% | +1.4% |
| 30D | +1.3% | +10.1% | -8.8% | -2.0% |
| 3M | -1.1% | +16.1% | -17.2% | -6.5% |
| 6M | +32.6% | +38.9% | -6.2% | +17.4% |
| YTD | +29.0% | +14.4% | +14.6% | +21.4% |
| 1Y | +39.7% | +5.9% | +33.8% | +34.6% |
| 3Y | +120.9% | +58.8% | +62.1% | +82.9% |
| 5Y | +133.6% | +24.7% | +108.9% | +104.9% |
| 10Y | +792.6% | +163.1% | +629.5% | +457.8% |
| All | +2,267.4% | +338.5% | +1,928.9% | +877.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling