+33.4%
VWO vs GEN
+21.5%
+11.9%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.6% |
| 7D | -1.7% | -4.3% | +2.6% | -1.2% |
| 30D | -0.3% | +3.8% | -4.1% | -0.9% |
| 3M | +4.0% | +22.3% | -18.3% | +0.9% |
| 6M | +8.1% | +39.0% | -30.8% | +2.7% |
| YTD | +11.6% | +11.9% | -0.3% | +9.3% |
| 1Y | +16.2% | +4.5% | +11.7% | +14.9% |
| 3Y | +63.3% | +59.0% | +4.3% | +51.1% |
| 5Y | +33.4% | +22.0% | +11.4% | +22.8% |
| All | +33.4% | +21.5% | +11.9% | +22.8% |
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