+2,826.7%
VRT vs GEN
+199.3%
+2,627.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.7% | +6.4% | +4.4% |
| 7D | +13.6% | -0.7% | +14.3% | +13.8% |
| 30D | +6.8% | +2.6% | +4.1% | +5.8% |
| 3M | -3.2% | +15.8% | -19.0% | -7.7% |
| 6M | +20.3% | +33.1% | -12.8% | +9.1% |
| YTD | +79.6% | +11.3% | +68.3% | +71.3% |
| 1Y | +139.0% | +1.7% | +137.3% | +134.1% |
| 3Y | +644.6% | +58.1% | +586.5% | +531.6% |
| 5Y | +1,024.4% | +20.6% | +1,003.7% | +910.8% |
| All | +2,826.7% | +199.3% | +2,627.4% | +2,269.6% |
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