+312.2%
VOO vs GEN
+147.0%
+165.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.3% |
| 7D | +3.3% | -3.0% | +6.2% | +3.9% |
| 30D | -2.7% | +24.7% | -27.4% | -7.2% |
| 3M | -1.7% | +4.1% | -5.9% | -3.3% |
| 6M | +3.1% | +36.0% | -32.9% | -4.5% |
| YTD | +11.9% | +10.9% | +1.1% | +7.8% |
| 1Y | +12.1% | +12.2% | -0.1% | +7.6% |
| 3Y | +78.6% | +63.3% | +15.3% | +56.5% |
| 5Y | +73.8% | +29.0% | +44.8% | +57.3% |
| All | +312.2% | +147.0% | +165.2% | +211.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling