+213.7%
VT vs GEN
+157.3%
+56.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.9% | +0.7% |
| 7D | -2.3% | +2.3% | -4.6% | -2.7% |
| 30D | -5.0% | +33.1% | -38.0% | -10.1% |
| 3M | -4.9% | +6.5% | -11.4% | -6.6% |
| 6M | -1.5% | +53.8% | -55.3% | -10.6% |
| YTD | +8.5% | +11.2% | -2.7% | +4.7% |
| 1Y | +11.4% | +19.4% | -8.0% | +5.9% |
| 3Y | +70.1% | +81.0% | -11.0% | +47.9% |
| 5Y | +53.7% | +33.4% | +20.3% | +39.3% |
| All | +213.7% | +157.3% | +56.4% | +140.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling