+348.0%
VT vs GEN
+336.6%
+11.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.1% | -3.8% |
| 7D | -4.2% | +8.5% | -12.7% | -6.4% |
| 30D | -5.8% | +34.2% | -40.0% | -14.0% |
| 3M | -5.2% | +10.0% | -15.2% | -9.0% |
| 6M | +0.1% | +56.8% | -56.6% | -14.5% |
| YTD | +8.2% | +14.2% | -6.0% | +1.2% |
| 1Y | +10.1% | +20.8% | -10.7% | +1.1% |
| 3Y | +69.7% | +84.1% | -14.4% | +33.7% |
| 5Y | +53.4% | +37.1% | +16.3% | +28.9% |
| 10Y | +219.2% | +171.5% | +47.7% | +87.9% |
| All | +348.0% | +336.6% | +11.4% | +84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling