+1,250.4%
VUG vs GEN
+338.5%
+912.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +0.1% |
| 7D | -0.1% | -1.2% | +1.1% | +0.2% |
| 30D | -0.3% | +10.1% | -10.5% | -3.1% |
| 3M | -0.7% | +16.1% | -16.8% | -5.1% |
| 6M | +14.6% | +38.9% | -24.2% | +3.4% |
| YTD | +9.0% | +14.4% | -5.4% | +3.6% |
| 1Y | +14.9% | +5.9% | +9.0% | +11.4% |
| 3Y | +86.0% | +58.8% | +27.3% | +58.2% |
| 5Y | +76.7% | +24.7% | +52.0% | +57.9% |
| 10Y | +411.3% | +163.1% | +248.2% | +242.6% |
| All | +1,250.4% | +338.5% | +912.0% | +553.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling