+1,481.1%
VTR vs GEN
+4,369.4%
-2,888.3%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -1.6% |
| 7D | -1.7% | -1.2% | -0.5% | -1.5% |
| 30D | -2.4% | +10.1% | -12.6% | -4.2% |
| 3M | +14.8% | +16.1% | -1.3% | +11.5% |
| 6M | +5.3% | +38.9% | -33.5% | -1.5% |
| YTD | +18.1% | +14.4% | +3.7% | +14.0% |
| 1Y | +36.7% | +5.9% | +30.9% | +33.7% |
| 3Y | +130.1% | +58.8% | +71.3% | +106.4% |
| 5Y | +89.5% | +24.7% | +64.8% | +74.9% |
| 10Y | +87.4% | +163.1% | -75.7% | +43.2% |
| All | +1,481.1% | +4,369.4% | -2,888.3% | +665.3% |
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