+142.3%
VXUS vs GEN
+166.9%
-24.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | -1.9% | +28.2% | -30.1% | -5.7% |
| 3M | -4.4% | +2.6% | -7.0% | -5.3% |
| 6M | -2.0% | +32.7% | -34.7% | -7.1% |
| YTD | +11.1% | +11.3% | -0.1% | +7.9% |
| 1Y | +15.1% | +17.9% | -2.9% | +10.6% |
| 3Y | +70.4% | +66.3% | +4.1% | +53.9% |
| 5Y | +47.2% | +31.7% | +15.5% | +35.5% |
| 10Y | +142.3% | +150.0% | -7.7% | +91.0% |
| All | +142.3% | +166.9% | -24.6% | +91.0% |
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