+1,917.9%
VRT vs GEN
+199.2%
+1,718.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | -10.6% | -0.3% | -10.3% | -10.7% |
| 30D | -17.4% | +28.2% | -45.6% | -22.5% |
| 3M | -26.4% | +2.6% | -29.0% | -27.7% |
| 6M | -41.0% | +32.7% | -73.7% | -46.6% |
| YTD | +23.8% | +11.3% | +12.6% | +17.0% |
| 1Y | +11.6% | +17.9% | -6.3% | +3.2% |
| 3Y | +403.5% | +66.3% | +337.2% | +317.3% |
| 5Y | +647.0% | +31.7% | +615.4% | +556.1% |
| All | +1,917.9% | +199.2% | +1,718.7% | +1,518.3% |
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