+24.9%
VSH vs GEN
+32.5%
-7.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.4% | +6.3% |
| 7D | -12.9% | +2.3% | -15.2% | -13.5% |
| 30D | -36.9% | +33.1% | -69.9% | -41.7% |
| 3M | -28.8% | +6.5% | -35.2% | -30.7% |
| 6M | -30.3% | +53.8% | -84.1% | -40.7% |
| YTD | +62.4% | +11.2% | +51.1% | +53.5% |
| 1Y | +62.5% | +19.4% | +43.1% | +49.4% |
| 3Y | +7.4% | +81.0% | -73.6% | -12.5% |
| All | +24.9% | +32.5% | -7.5% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling