+7.8%
GENM price history and return analytics
+48.4%
-40.6%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -0.5% | -0.7% | +0.2% | -0.5% |
| 3M | -0.9% | +4.0% | -4.9% | -0.9% |
| 6M | -1.3% | +12.3% | -13.6% | -1.5% |
| YTD | +0.2% | +14.0% | -13.8% | 0.0% |
| 1Y | +1.2% | +20.3% | -19.1% | +0.9% |
| All | +7.8% | +48.4% | -40.6% | +7.1% |
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 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