+10.1%
VT vs GEN
+20.3%
-10.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.1% | -4.0% |
| 7D | -4.2% | +8.5% | -12.7% | -4.6% |
| 30D | -5.8% | +34.2% | -40.0% | -7.7% |
| 3M | -5.2% | +10.0% | -15.2% | -5.7% |
| 6M | +0.1% | +56.8% | -56.6% | -4.7% |
| YTD | +8.2% | +14.2% | -6.0% | +7.2% |
| 1Y | +10.1% | +20.8% | -10.7% | +7.6% |
| All | +10.1% | +20.3% | -10.2% | +7.6% |
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