+63.4%
VSH vs GEN
+20.2%
+43.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +4.0% | -9.0% | -4.7% |
| 7D | -13.6% | +26.9% | -40.5% | -12.0% |
| 30D | -30.4% | +38.6% | -69.0% | -28.8% |
| 3M | -33.3% | +9.7% | -43.0% | -32.3% |
| 6M | -15.1% | +58.9% | -74.0% | -16.6% |
| YTD | +80.2% | +15.3% | +64.9% | +83.7% |
| 1Y | +63.4% | +21.8% | +41.6% | +56.4% |
| All | +63.4% | +20.2% | +43.2% | +56.4% |
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