+1,174.9%
VSH vs GEN
+8,588.0%
-7,413.2%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.6% | +8.4% | +6.4% |
| 7D | -12.9% | +2.3% | -15.2% | -13.6% |
| 30D | -36.9% | +33.1% | -69.9% | -42.0% |
| 3M | -28.8% | +6.5% | -35.2% | -31.1% |
| 6M | -30.3% | +53.8% | -84.1% | -39.5% |
| YTD | +62.4% | +11.2% | +51.1% | +52.3% |
| 1Y | +62.5% | +19.4% | +43.1% | +49.5% |
| 3Y | +7.4% | +81.0% | -73.6% | -12.0% |
| 5Y | +25.4% | +33.4% | -8.0% | +9.3% |
| 10Y | +102.6% | +164.3% | -61.6% | +39.2% |
| All | +1,174.9% | +8,588.0% | -7,413.2% | +264.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling