+223.0%
VT vs GEN
+162.9%
+60.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.4% |
| 7D | +0.4% | -1.2% | +1.6% | +0.7% |
| 30D | +1.0% | +10.1% | -9.2% | -1.0% |
| 3M | +2.4% | +16.1% | -13.7% | -0.8% |
| 6M | +12.0% | +38.9% | -26.8% | +4.2% |
| YTD | +15.3% | +14.4% | +0.9% | +11.3% |
| 1Y | +22.6% | +5.9% | +16.7% | +20.1% |
| 3Y | +74.7% | +58.8% | +15.9% | +56.4% |
| 5Y | +66.1% | +24.7% | +41.5% | +53.1% |
| All | +223.0% | +162.9% | +60.2% | +145.0% |
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 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