+33.9%
VTR vs GEN
+3.4%
+30.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.2% |
| 7D | -1.8% | -4.3% | +2.5% | -1.8% |
| 30D | +4.0% | +3.8% | +0.2% | +4.0% |
| 3M | +7.8% | +22.3% | -14.4% | +8.1% |
| 6M | +6.4% | +39.0% | -32.6% | +7.0% |
| YTD | +18.3% | +11.9% | +6.4% | +17.8% |
| 1Y | +33.9% | +4.5% | +29.4% | +33.5% |
| All | +33.9% | +3.4% | +30.5% | +33.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling