+2,723.0%
VRT vs GEN
+207.7%
+2,515.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.5% | +4.9% |
| 7D | +9.1% | -1.2% | +10.3% | +9.4% |
| 30D | +0.9% | +10.1% | -9.2% | -1.7% |
| 3M | -13.4% | +16.1% | -29.5% | -17.3% |
| 6M | +11.7% | +38.9% | -27.2% | +0.1% |
| YTD | +73.2% | +14.4% | +58.8% | +64.1% |
| 1Y | +123.4% | +5.9% | +117.6% | +116.4% |
| 3Y | +606.2% | +58.8% | +547.4% | +499.3% |
| 5Y | +899.9% | +24.7% | +875.2% | +792.1% |
| All | +2,723.0% | +207.7% | +2,515.3% | +2,170.6% |
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 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