+377.4%
VT vs GEN
+337.3%
+40.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +0.6% |
| 7D | +0.4% | -1.2% | +1.6% | +0.8% |
| 30D | +1.0% | +10.1% | -9.2% | -2.1% |
| 3M | +2.4% | +16.1% | -13.7% | -2.6% |
| 6M | +12.0% | +38.9% | -26.8% | 0.0% |
| YTD | +15.3% | +14.4% | +0.9% | +8.9% |
| 1Y | +22.6% | +5.9% | +16.7% | +18.4% |
| 3Y | +74.7% | +58.8% | +15.9% | +45.6% |
| 5Y | +66.1% | +24.7% | +41.5% | +45.5% |
| 10Y | +225.0% | +163.1% | +61.9% | +95.5% |
| All | +377.4% | +337.3% | +40.1% | +98.8% |
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