+22.6%
VT vs GEN
+5.4%
+17.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.2% |
| 7D | +0.4% | -1.2% | +1.6% | +0.6% |
| 30D | +1.0% | +10.1% | -9.2% | 0.0% |
| 3M | +2.4% | +16.1% | -13.7% | +0.9% |
| 6M | +12.0% | +38.9% | -26.8% | +7.6% |
| YTD | +15.3% | +14.4% | +0.9% | +14.1% |
| 1Y | +22.6% | +5.9% | +16.7% | +22.6% |
| All | +22.6% | +5.4% | +17.1% | +22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling