+58.6%
VT vs GEN
+31.7%
+26.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.6% |
| 7D | -0.1% | +1.0% | -1.2% | -0.3% |
| 30D | -3.1% | +29.1% | -32.1% | -8.0% |
| 3M | -3.5% | +2.9% | -6.4% | -4.5% |
| 6M | +0.5% | +33.6% | -33.2% | -6.6% |
| YTD | +10.8% | +12.0% | -1.3% | +6.9% |
| 1Y | +11.9% | +16.2% | -4.3% | +6.9% |
| 3Y | +73.0% | +65.1% | +7.9% | +50.6% |
| 5Y | +58.6% | +33.3% | +25.3% | +38.3% |
| All | +58.6% | +31.7% | +26.9% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling