+545.2%
GE vs ROIV
+298.6%
+246.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.3% |
| 7D | +4.0% | +9.5% | -5.4% | +3.0% |
| 30D | +11.1% | +21.0% | -9.9% | +8.7% |
| 3M | -6.7% | +18.7% | -25.5% | -8.8% |
| 6M | +14.3% | +44.5% | -30.2% | +9.2% |
| YTD | +11.7% | +92.9% | -81.1% | +3.5% |
| 1Y | +10.9% | +100.2% | -89.3% | +2.3% |
| 3Y | +279.0% | +375.0% | -96.0% | +221.2% |
| 5Y | +427.0% | +435.2% | -8.2% | +308.1% |
| All | +545.2% | +298.6% | +246.6% | +374.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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