+72.8%
GE vs VG
-39.3%
+112.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -1.6% | +1.7% | -3.3% | -1.6% |
| 30D | -11.6% | +16.0% | -27.6% | -11.7% |
| 3M | +3.0% | +9.7% | -6.7% | +2.9% |
| 6M | -0.5% | +29.6% | -30.1% | -3.2% |
| YTD | +9.7% | +112.0% | -102.3% | +0.8% |
| 1Y | +20.0% | +12.8% | +7.2% | +17.0% |
| All | +72.8% | -39.3% | +112.1% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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