+13.8%
VRT vs GEN
+20.2%
-6.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.0% | -16.9% | -11.8% |
| 7D | -15.4% | +26.9% | -42.2% | -10.0% |
| 30D | -19.0% | +38.6% | -57.6% | -11.5% |
| 3M | -23.8% | +9.7% | -33.6% | -21.8% |
| 6M | -37.9% | +58.9% | -96.8% | -29.7% |
| YTD | +27.0% | +15.3% | +11.6% | +25.0% |
| 1Y | +13.8% | +21.8% | -8.0% | +12.9% |
| All | +13.8% | +20.2% | -6.4% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling