+57.3%
VUG vs GEN
+32.5%
+24.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.6% | +1.5% |
| 7D | -3.4% | +2.3% | -5.7% | -3.9% |
| 30D | -11.1% | +33.1% | -44.1% | -17.6% |
| 3M | -7.2% | +6.5% | -13.7% | -9.4% |
| 6M | -4.1% | +53.8% | -57.9% | -16.5% |
| YTD | +1.4% | +11.2% | -9.8% | -3.1% |
| 1Y | +1.9% | +19.4% | -17.5% | -4.8% |
| 3Y | +77.7% | +81.0% | -3.3% | +43.1% |
| All | +57.3% | +32.5% | +24.9% | +36.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling