+417.9%
GE vs VCLT
-15.5%
+433.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.8% |
| 7D | -1.2% | 0.0% | -1.3% | -1.2% |
| 30D | -11.3% | +0.1% | -11.4% | -11.3% |
| 3M | -1.4% | -2.9% | +1.5% | -0.3% |
| 6M | +1.2% | -4.0% | +5.2% | +2.7% |
| YTD | +5.9% | -2.2% | +8.2% | +6.9% |
| 1Y | +18.4% | -2.6% | +21.0% | +19.6% |
| 3Y | +271.0% | +12.3% | +258.7% | +257.4% |
| 5Y | +417.9% | -16.4% | +434.3% | +380.9% |
| All | +417.9% | -15.5% | +433.5% | +380.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling