+1,346.3%
VSH vs GEN
+8,591.0%
-7,244.7%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +13.4% |
| 7D | +3.5% | -0.3% | +3.8% | +3.5% |
| 30D | -22.4% | +28.2% | -50.6% | -28.0% |
| 3M | -25.2% | +2.6% | -27.8% | -27.0% |
| 6M | -22.5% | +32.7% | -55.2% | -30.0% |
| YTD | +84.2% | +11.3% | +72.9% | +72.7% |
| 1Y | +87.1% | +17.9% | +69.1% | +72.7% |
| 3Y | +31.7% | +66.3% | -34.7% | +10.4% |
| 5Y | +42.6% | +31.7% | +10.9% | +24.7% |
| 10Y | +116.6% | +150.0% | -33.4% | +51.0% |
| All | +1,346.3% | +8,591.0% | -7,244.7% | +313.0% |
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