+27.9%
VTV vs GEN
+20.2%
+7.7%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.0% | -2.5% | +1.3% |
| 7D | +1.8% | +26.9% | -25.1% | +0.6% |
| 30D | +6.0% | +38.6% | -32.7% | +4.3% |
| 3M | +3.7% | +9.7% | -6.1% | +3.1% |
| 6M | +13.9% | +58.9% | -45.0% | +10.3% |
| YTD | +22.8% | +15.3% | +7.4% | +24.8% |
| 1Y | +27.9% | +21.8% | +6.1% | +27.7% |
| All | +27.9% | +20.2% | +7.7% | +27.7% |
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