+6.8%
VRT vs GEN
+17.6%
-10.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | 0.0% | +9.6% | +9.6% |
| 7D | -10.6% | -0.3% | -10.3% | -10.5% |
| 30D | -17.4% | +28.2% | -45.6% | -11.6% |
| 3M | -26.4% | +2.6% | -29.0% | -25.9% |
| 6M | -41.0% | +32.7% | -73.7% | -35.2% |
| YTD | +23.8% | +11.3% | +12.6% | +17.0% |
| All | +6.8% | +17.6% | -10.8% | +3.1% |
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