+7.2%
VNQ vs GEN
+22.3%
-15.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.5% |
| 7D | -1.3% | -1.3% | 0.0% | -1.0% |
| 30D | -2.6% | +6.1% | -8.7% | -3.9% |
| 3M | -2.0% | +27.0% | -29.0% | -7.2% |
| 6M | +4.3% | +43.9% | -39.5% | -4.6% |
| YTD | +9.2% | +13.0% | -3.7% | +5.7% |
| 1Y | +5.6% | +4.0% | +1.6% | +4.3% |
| 3Y | +30.8% | +66.2% | -35.3% | +13.2% |
| All | +7.2% | +22.3% | -15.0% | -5.8% |
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