+162.4%
GE vs VCIT
+29.7%
+132.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +6.3% | +0.7% | +5.5% | +5.7% |
| 30D | +8.9% | +1.8% | +7.1% | +7.5% |
| 3M | -9.2% | -1.6% | -7.6% | -8.3% |
| 6M | +13.2% | -2.1% | +15.3% | +14.9% |
| YTD | +9.4% | -1.6% | +11.0% | +10.8% |
| 1Y | +9.8% | -0.8% | +10.6% | +10.7% |
| 3Y | +278.2% | +19.9% | +258.2% | +240.5% |
| 5Y | +396.0% | +3.3% | +392.7% | +382.0% |
| 10Y | +162.4% | +30.6% | +131.7% | +157.9% |
| All | +162.4% | +29.7% | +132.7% | +157.9% |
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