+151.2%
GE vs VCIT
+31.2%
+120.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.0% |
| 7D | +5.1% | -1.4% | +6.5% | +6.1% |
| 30D | +7.6% | +0.8% | +6.8% | +7.0% |
| 3M | -9.3% | -1.7% | -7.6% | -8.2% |
| 6M | +11.5% | -2.1% | +13.6% | +13.2% |
| YTD | +7.9% | -2.0% | +9.9% | +9.6% |
| 1Y | +7.6% | -1.5% | +9.1% | +9.0% |
| 3Y | +265.9% | +19.0% | +246.9% | +231.1% |
| 5Y | +405.9% | +3.8% | +402.2% | +390.6% |
| All | +151.2% | +31.2% | +120.0% | +146.3% |
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