+121.0%
VTR vs GEN
+152.9%
-31.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.4% | -3.2% | -1.1% |
| 7D | +0.2% | +2.0% | -1.9% | -0.1% |
| 30D | +5.5% | +27.7% | -22.3% | +2.0% |
| 3M | -0.9% | +3.3% | -4.2% | -1.8% |
| 6M | -0.4% | +31.8% | -32.2% | -4.8% |
| YTD | +17.0% | +13.5% | +3.5% | +13.9% |
| 1Y | +18.0% | +16.0% | +1.9% | +14.4% |
| 3Y | +127.4% | +70.6% | +56.8% | +106.2% |
| 5Y | +92.3% | +32.1% | +60.1% | +78.4% |
| All | +121.0% | +152.9% | -31.9% | +85.2% |
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 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