+183.8%
VXUS vs GEN
+381.9%
-198.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.0% |
| 7D | +1.0% | -1.2% | +2.2% | +1.3% |
| 30D | +2.2% | +10.1% | -7.9% | -0.1% |
| 3M | +3.0% | +16.1% | -13.1% | -0.8% |
| 6M | +10.7% | +38.9% | -28.2% | +1.8% |
| YTD | +17.8% | +14.4% | +3.4% | +13.0% |
| 1Y | +27.6% | +5.9% | +21.7% | +24.4% |
| 3Y | +73.3% | +58.8% | +14.5% | +51.6% |
| 5Y | +54.3% | +24.7% | +29.7% | +39.7% |
| 10Y | +149.8% | +163.1% | -13.2% | +68.8% |
| All | +183.8% | +381.9% | -198.1% | +34.9% |
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 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