+402.8%
VUG vs GEN
+152.9%
+249.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.5% |
| 7D | +2.5% | +2.0% | +0.5% | +2.0% |
| 30D | -6.3% | +27.7% | -34.0% | -11.9% |
| 3M | -6.0% | +3.3% | -9.3% | -7.6% |
| 6M | -3.5% | +31.8% | -35.4% | -11.1% |
| YTD | +3.9% | +13.5% | -9.6% | -1.2% |
| 1Y | +5.1% | +16.0% | -10.9% | -0.7% |
| 3Y | +77.9% | +70.6% | +7.3% | +50.8% |
| 5Y | +62.4% | +32.1% | +30.3% | +44.1% |
| All | +402.8% | +152.9% | +249.9% | +260.7% |
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 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