+66.5%
VSH vs GEN
+24.6%
+41.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.6% | +5.1% |
| 7D | +4.1% | -1.2% | +5.3% | +4.4% |
| 30D | -4.2% | +10.1% | -14.3% | -7.1% |
| 3M | -50.0% | +16.1% | -66.1% | -52.6% |
| 6M | +80.2% | +38.9% | +41.3% | +59.2% |
| YTD | +121.1% | +14.4% | +106.7% | +108.5% |
| 1Y | +112.0% | +5.9% | +106.1% | +106.0% |
| 3Y | +22.5% | +58.8% | -36.3% | +4.2% |
| All | +66.5% | +24.6% | +41.8% | +45.4% |
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 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