+396.2%
VUG vs GEN
+151.0%
+245.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.5% | -0.9% |
| 7D | -1.2% | +1.0% | -2.2% | -1.4% |
| 30D | -8.9% | +29.1% | -37.9% | -14.6% |
| 3M | -5.9% | +2.9% | -8.8% | -7.4% |
| 6M | -3.3% | +33.6% | -36.9% | -11.2% |
| YTD | +3.4% | +12.0% | -8.6% | -1.4% |
| 1Y | +1.9% | +16.2% | -14.3% | -3.8% |
| 3Y | +76.9% | +65.1% | +11.8% | +51.2% |
| 5Y | +63.9% | +33.3% | +30.6% | +45.2% |
| 10Y | +396.2% | +149.7% | +246.5% | +257.4% |
| All | +396.2% | +151.0% | +245.2% | +257.4% |
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