+157.4%
GE vs VCIT
+30.3%
+127.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.2% |
| 7D | +5.4% | +0.1% | +5.3% | +5.3% |
| 30D | +9.6% | +1.1% | +8.5% | +8.8% |
| 3M | -7.7% | -1.4% | -6.4% | -6.9% |
| 6M | +14.0% | -2.3% | +16.4% | +15.9% |
| YTD | +10.2% | -1.8% | +12.0% | +11.7% |
| 1Y | +8.9% | -1.0% | +9.9% | +9.9% |
| 3Y | +273.7% | +19.3% | +254.4% | +237.5% |
| 5Y | +410.2% | +3.8% | +406.4% | +394.4% |
| 10Y | +157.4% | +30.6% | +126.9% | +152.3% |
| All | +157.4% | +30.3% | +127.2% | +152.3% |
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