+149.7%
GEN price history and return analytics
+217.6%
-68.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +1.0% | -0.1% | +1.2% | +1.0% |
| 30D | +29.1% | -3.1% | +32.1% | +31.7% |
| 3M | +2.9% | -3.5% | +6.4% | +5.3% |
| 6M | +33.6% | +0.5% | +33.2% | +32.5% |
| YTD | +12.0% | +10.8% | +1.3% | +3.5% |
| 1Y | +16.2% | +11.9% | +4.3% | +6.4% |
| 3Y | +65.1% | +73.0% | -7.9% | +11.5% |
| 5Y | +33.3% | +58.6% | -25.3% | -4.9% |
| 10Y | +149.7% | +219.2% | -69.5% | -4.1% |
| All | +149.7% | +217.6% | -68.0% | -4.1% |
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