+417.9%
GE vs VIG
+62.2%
+355.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -1.2% | -1.2% | -0.1% | +0.2% |
| 30D | -11.3% | -2.8% | -8.4% | -8.0% |
| 3M | -1.4% | +2.5% | -3.9% | -4.3% |
| 6M | +1.2% | +8.1% | -6.9% | -7.8% |
| YTD | +5.9% | +9.6% | -3.6% | -5.0% |
| 1Y | +18.4% | +14.2% | +4.2% | +1.0% |
| 3Y | +271.0% | +56.1% | +214.9% | +120.1% |
| 5Y | +417.9% | +62.8% | +355.1% | +194.9% |
| All | +417.9% | +62.2% | +355.7% | +194.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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