+7.4%
VSH vs GEN
+79.4%
-72.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.4% | +6.2% |
| 7D | -12.9% | +2.3% | -15.2% | -13.4% |
| 30D | -36.9% | +33.1% | -69.9% | -41.1% |
| 3M | -28.8% | +6.5% | -35.2% | -30.2% |
| 6M | -30.3% | +53.8% | -84.1% | -40.9% |
| YTD | +62.4% | +11.2% | +51.1% | +56.1% |
| 1Y | +62.5% | +19.4% | +43.1% | +50.7% |
| 3Y | +7.4% | +81.0% | -73.6% | -10.0% |
| All | +7.4% | +79.4% | -72.0% | -10.0% |
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