+7.3%
GENM price history and return analytics
+47.2%
-39.9%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.4% | -0.4% |
| 7D | -0.9% | -2.0% | +1.1% | -0.8% |
| 30D | -1.1% | -1.4% | +0.4% | -1.0% |
| 3M | -1.3% | +4.7% | -6.0% | -1.4% |
| 6M | -1.4% | +11.4% | -12.8% | -1.6% |
| YTD | -0.2% | +13.1% | -13.3% | -0.4% |
| 1Y | +0.6% | +19.0% | -18.5% | +0.3% |
| All | +7.3% | +47.2% | -39.9% | +6.6% |
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