+297.8%
VTI vs GEN
+159.8%
+137.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.6% |
| 7D | -0.9% | -1.3% | +0.4% | -0.6% |
| 30D | -1.4% | +6.1% | -7.6% | -2.8% |
| 3M | +3.6% | +27.0% | -23.4% | -1.9% |
| 6M | +13.6% | +43.9% | -30.3% | +4.0% |
| YTD | +12.9% | +13.0% | -0.1% | +8.8% |
| 1Y | +17.2% | +4.0% | +13.2% | +15.0% |
| 3Y | +75.7% | +66.2% | +9.5% | +53.9% |
| 5Y | +75.4% | +23.2% | +52.3% | +60.8% |
| All | +297.8% | +159.8% | +137.9% | +199.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling