+177.1%
GE vs VEA
+170.4%
+6.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.7% |
| 7D | -1.6% | +1.0% | -2.6% | -2.5% |
| 30D | -11.6% | +1.9% | -13.5% | -13.3% |
| 3M | +3.0% | +3.2% | -0.2% | -0.5% |
| 6M | -0.5% | +10.2% | -10.8% | -9.5% |
| YTD | +9.7% | +18.9% | -9.2% | -7.3% |
| 1Y | +20.0% | +29.3% | -9.3% | -6.6% |
| 3Y | +275.8% | +76.8% | +199.1% | +115.9% |
| 5Y | +429.1% | +61.2% | +367.8% | +233.6% |
| 10Y | +151.2% | +163.3% | -12.1% | +4.4% |
| All | +177.1% | +170.4% | +6.7% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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