+153.2%
GEN price history and return analytics
+222.7%
-69.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.3% |
| 7D | -2.9% | -0.1% | -2.8% | -2.8% |
| 30D | +2.1% | -0.7% | +2.7% | +2.6% |
| 3M | +19.7% | +4.0% | +15.7% | +16.1% |
| 6M | +33.3% | +12.3% | +21.0% | +22.1% |
| YTD | +11.1% | +14.0% | -2.9% | +0.7% |
| 1Y | +3.0% | +20.3% | -17.3% | -10.3% |
| 3Y | +57.9% | +75.4% | -17.6% | +5.7% |
| 5Y | +20.6% | +66.0% | -45.4% | -16.5% |
| 10Y | +153.2% | +228.2% | -75.0% | -1.1% |
| All | +153.2% | +222.7% | -69.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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