+146.4%
VXUS vs GEN
+150.2%
-3.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.4% | +0.1% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +1.0% | +2.6% | -1.6% | +0.5% |
| 3M | +5.7% | +15.8% | -10.1% | +2.9% |
| 6M | +13.6% | +33.1% | -19.6% | +7.7% |
| YTD | +17.4% | +11.3% | +6.1% | +14.5% |
| 1Y | +25.1% | +1.7% | +23.4% | +23.7% |
| 3Y | +75.8% | +58.1% | +17.7% | +60.4% |
| 5Y | +55.4% | +20.6% | +34.7% | +45.4% |
| 10Y | +146.4% | +149.0% | -2.6% | +93.9% |
| All | +146.4% | +150.2% | -3.8% | +93.9% |
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