+1,636.0%
VSH vs GEN
+8,838.8%
-7,202.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.2% | +6.6% | +5.0% |
| 7D | +4.1% | -1.2% | +5.3% | +4.4% |
| 30D | -4.2% | +10.1% | -14.3% | -6.8% |
| 3M | -50.0% | +16.1% | -66.1% | -52.4% |
| 6M | +80.2% | +38.9% | +41.3% | +62.5% |
| YTD | +121.1% | +14.4% | +106.7% | +109.0% |
| 1Y | +112.0% | +5.9% | +106.1% | +104.7% |
| 3Y | +22.5% | +58.8% | -36.3% | +5.4% |
| 5Y | +64.0% | +24.7% | +39.4% | +47.7% |
| 10Y | +170.4% | +163.1% | +7.3% | +88.6% |
| All | +1,636.0% | +8,838.8% | -7,202.9% | +399.6% |
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 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