+66.6%
VTV vs GEN
+58.8%
+7.9%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.8% |
| 7D | -2.1% | -4.3% | +2.3% | -1.3% |
| 30D | -1.3% | +3.8% | -5.1% | -2.0% |
| 3M | +5.6% | +22.3% | -16.6% | +1.8% |
| 6M | +12.4% | +39.0% | -26.6% | +5.2% |
| YTD | +17.6% | +11.9% | +5.7% | +15.5% |
| 1Y | +23.5% | +4.5% | +19.0% | +23.2% |
| All | +66.6% | +58.8% | +7.9% | +52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling