-88.3%
GENK price history and return analytics
+77.4%
-165.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -5.1% |
| 7D | -6.3% | -1.1% | -5.2% | -4.8% |
| 30D | -7.3% | -1.0% | -6.3% | -5.8% |
| 3M | -22.9% | +3.2% | -26.1% | -27.3% |
| 6M | +16.3% | +12.5% | +3.9% | -4.0% |
| YTD | -15.6% | +14.1% | -29.7% | -31.9% |
| 1Y | -44.0% | +18.9% | -62.9% | -57.8% |
| 3Y | -87.8% | +74.1% | -161.9% | -95.2% |
| All | -88.3% | +77.4% | -165.8% | -95.8% |
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