+392.1%
VNQ vs GEN
+214.2%
+177.9%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.8% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | -2.5% | +2.6% | -5.2% | -3.5% |
| 3M | +1.4% | +15.8% | -14.4% | -3.6% |
| 6M | +4.6% | +33.1% | -28.6% | -5.8% |
| YTD | +10.5% | +11.3% | -0.8% | +4.9% |
| 1Y | +8.4% | +1.7% | +6.7% | +5.8% |
| 3Y | +32.4% | +58.1% | -25.7% | +9.7% |
| 5Y | +5.5% | +20.6% | -15.2% | -7.3% |
| 10Y | +59.1% | +149.0% | -89.9% | -4.2% |
| All | +392.1% | +214.2% | +177.9% | +91.0% |
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 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