+70.1%
VT vs GEN
+79.4%
-9.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.9% | +0.6% |
| 7D | -2.3% | +2.3% | -4.6% | -2.7% |
| 30D | -5.0% | +33.1% | -38.0% | -9.3% |
| 3M | -4.9% | +6.5% | -11.4% | -6.1% |
| 6M | -1.5% | +53.8% | -55.3% | -10.4% |
| YTD | +8.5% | +11.2% | -2.7% | +6.0% |
| 1Y | +11.4% | +19.4% | -8.0% | +6.8% |
| 3Y | +70.1% | +81.0% | -11.0% | +56.2% |
| All | +70.1% | +79.4% | -9.3% | +56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling