-18.5%
GENVR price history and return analytics
+43.8%
-62.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +4.1% |
| 7D | +6.9% | +2.4% | +4.6% | -0.8% |
| 30D | +238.5% | -1.5% | +240.0% | +256.5% |
| 3M | -17.7% | -4.1% | -13.6% | -2.3% |
| 6M | +351.4% | +0.6% | +350.8% | +358.2% |
| YTD | -28.1% | +11.0% | -39.1% | -43.0% |
| 1Y | -33.7% | +13.3% | -47.0% | -50.0% |
| All | -18.5% | +43.8% | -62.3% | -53.1% |
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 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