+123.4%
VRT vs GEN
+5.4%
+118.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.5% | +3.7% |
| 7D | +9.1% | -1.2% | +10.3% | +8.7% |
| 30D | +0.9% | +10.1% | -9.2% | +4.3% |
| 3M | -13.4% | +16.1% | -29.5% | -7.2% |
| 6M | +11.7% | +38.9% | -27.2% | +24.5% |
| YTD | +73.2% | +14.4% | +58.8% | +73.4% |
| 1Y | +123.4% | +5.9% | +117.6% | +104.2% |
| All | +123.4% | +5.4% | +118.0% | +104.2% |
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