+62.5%
VWO vs GEN
+60.3%
+2.2%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -1.8% | -1.3% | -0.5% | -1.6% |
| 30D | -0.1% | +6.1% | -6.2% | -1.0% |
| 3M | +2.2% | +27.0% | -24.7% | -1.6% |
| 6M | +8.8% | +43.9% | -35.1% | +2.1% |
| YTD | +12.4% | +13.0% | -0.6% | +10.0% |
| 1Y | +15.6% | +4.0% | +11.6% | +14.9% |
| 3Y | +62.5% | +66.2% | -3.7% | +47.7% |
| All | +62.5% | +60.3% | +2.2% | +47.7% |
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 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