+220.3%
GE vs VEU
+192.1%
+28.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.6% |
| 7D | -1.6% | +1.1% | -2.7% | -2.6% |
| 30D | -11.6% | +2.2% | -13.7% | -13.4% |
| 3M | +3.0% | +3.0% | 0.0% | -0.2% |
| 6M | -0.5% | +10.9% | -11.4% | -9.7% |
| YTD | +9.7% | +18.2% | -8.5% | -6.3% |
| 1Y | +20.0% | +28.3% | -8.2% | -5.2% |
| 3Y | +275.8% | +74.6% | +201.2% | +121.7% |
| 5Y | +429.1% | +56.4% | +372.7% | +248.0% |
| 10Y | +151.2% | +153.0% | -1.8% | +10.5% |
| All | +220.3% | +192.1% | +28.2% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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