+155.5%
GE vs VCIT
+28.8%
+126.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +7.1% | +0.1% | +7.0% | +7.0% |
| 30D | +6.5% | +1.9% | +4.5% | +5.1% |
| 3M | -13.6% | -1.4% | -12.1% | -12.7% |
| 6M | +6.0% | -2.1% | +8.1% | +7.6% |
| YTD | +5.4% | -1.6% | +7.0% | +6.7% |
| 1Y | +6.5% | -0.9% | +7.4% | +7.4% |
| 3Y | +268.6% | +20.0% | +248.6% | +232.1% |
| 5Y | +389.0% | +3.1% | +385.9% | +375.6% |
| All | +155.5% | +28.8% | +126.7% | +150.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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