+512.1%
GE vs VCIT
+98.3%
+413.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.6% | -0.3% | -1.2% | -1.5% |
| 30D | -11.6% | -0.8% | -10.8% | -11.4% |
| 3M | +3.0% | -1.0% | +4.0% | +3.4% |
| 6M | -0.5% | -1.8% | +1.3% | +0.1% |
| YTD | +9.7% | -0.7% | +10.4% | +10.1% |
| 1Y | +20.0% | +1.0% | +19.1% | +19.9% |
| 3Y | +275.8% | +18.8% | +257.0% | +262.4% |
| 5Y | +429.1% | +3.5% | +425.6% | +409.2% |
| 10Y | +151.2% | +29.2% | +121.9% | +156.1% |
| All | +512.1% | +98.3% | +413.9% | +756.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling