+29.9%
VNQ vs GEN
+58.8%
-28.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -2.6% | -4.3% | +1.7% | -1.8% |
| 30D | -2.3% | +3.8% | -6.1% | -3.1% |
| 3M | -2.8% | +22.3% | -25.1% | -6.8% |
| 6M | +2.5% | +39.0% | -36.4% | -4.8% |
| YTD | +8.4% | +11.9% | -3.5% | +6.2% |
| 1Y | +6.8% | +4.5% | +2.3% | +6.4% |
| All | +29.9% | +58.8% | -28.8% | +11.5% |
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