+98.9%
VSH vs GEN
+14.8%
+84.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.4% | -6.6% | -4.0% |
| 7D | +14.3% | +2.0% | +12.3% | +14.6% |
| 30D | -7.9% | +27.7% | -35.6% | -6.0% |
| 3M | -19.9% | +3.3% | -23.1% | -18.7% |
| 6M | -30.5% | +31.8% | -62.3% | -30.6% |
| YTD | +85.7% | +13.5% | +72.2% | +90.7% |
| 1Y | +98.9% | +16.0% | +82.9% | +97.6% |
| All | +98.9% | +14.8% | +84.1% | +97.6% |
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 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