+118.0%
GENC price history and return analytics
+355.4%
-237.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | -4.4% | -3.1% | -1.4% | -2.8% |
| 3M | +7.8% | -3.5% | +11.3% | +9.9% |
| 6M | +11.9% | +0.5% | +11.4% | +11.5% |
| YTD | +33.1% | +10.8% | +22.3% | +25.9% |
| 1Y | +24.4% | +11.9% | +12.5% | +17.1% |
| 3Y | +22.9% | +73.0% | -50.1% | -6.4% |
| 5Y | +35.5% | +58.6% | -23.1% | +6.8% |
| 10Y | +30.2% | +219.2% | -189.0% | -24.5% |
| All | +118.0% | +355.4% | -237.5% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling