+1,740.6%
VRT vs GEN
+199.1%
+1,541.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.6% | +6.1% | +4.0% |
| 7D | -21.4% | +2.3% | -23.6% | -21.9% |
| 30D | -25.8% | +33.1% | -58.9% | -31.0% |
| 3M | -33.5% | +6.5% | -40.0% | -35.4% |
| 6M | -49.0% | +53.8% | -102.8% | -56.0% |
| YTD | +12.9% | +11.2% | +1.7% | +6.7% |
| 1Y | 0.0% | +19.4% | -19.4% | -7.9% |
| 3Y | +361.8% | +81.0% | +280.8% | +272.4% |
| 5Y | +565.1% | +33.4% | +531.7% | +482.9% |
| All | +1,740.6% | +199.1% | +1,541.5% | +1,376.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling