+379.7%
VRT vs GEN
+67.9%
+311.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.4% | -6.0% | -3.8% |
| 7D | +10.5% | +2.0% | +8.5% | +10.4% |
| 30D | -9.3% | +27.7% | -37.0% | -11.3% |
| 3M | -29.6% | +3.3% | -32.9% | -29.7% |
| 6M | -45.4% | +31.8% | -77.2% | -48.1% |
| YTD | +24.8% | +13.5% | +11.3% | +24.7% |
| 1Y | +23.6% | +16.0% | +7.6% | +22.1% |
| 3Y | +379.7% | +70.6% | +309.1% | +349.2% |
| All | +379.7% | +67.9% | +311.8% | +349.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling