-70.0%
GENI price history and return analytics
+63.7%
-133.6%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.6% | -3.0% |
| 7D | -11.9% | -2.0% | -9.9% | -8.8% |
| 30D | -13.6% | -1.4% | -12.2% | -11.2% |
| 3M | -1.2% | +4.7% | -5.9% | -9.0% |
| 6M | +29.7% | +11.4% | +18.4% | +7.0% |
| YTD | -39.0% | +13.1% | -52.1% | -50.9% |
| 1Y | -46.5% | +19.0% | -65.5% | -60.6% |
| 3Y | +4.3% | +73.9% | -69.6% | -61.4% |
| 5Y | -70.0% | +65.4% | -135.4% | -86.3% |
| All | -70.0% | +63.7% | -133.6% | -86.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling