+2,072.9%
VGT vs GEN
+334.9%
+1,738.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.4% |
| 7D | +2.5% | +2.0% | +0.4% | +1.8% |
| 30D | -9.5% | +27.7% | -37.2% | -17.0% |
| 3M | -9.5% | +3.3% | -12.8% | -11.9% |
| 6M | -1.8% | +31.8% | -33.6% | -12.3% |
| YTD | +18.4% | +13.5% | +4.9% | +10.1% |
| 1Y | +18.7% | +16.0% | +2.7% | +9.5% |
| 3Y | +103.8% | +70.6% | +33.2% | +62.8% |
| 5Y | +104.4% | +32.1% | +72.2% | +73.5% |
| 10Y | +716.9% | +153.4% | +563.5% | +410.7% |
| All | +2,072.9% | +334.9% | +1,738.1% | +786.3% |
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