+427.0%
GE vs VIG
+65.3%
+361.7%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.7% | +0.5% |
| 7D | +4.0% | -0.3% | +4.4% | +4.5% |
| 30D | +11.1% | +4.9% | +6.1% | +4.7% |
| 3M | -6.7% | +2.9% | -9.7% | -9.9% |
| 6M | +14.3% | +11.2% | +3.0% | +0.2% |
| YTD | +11.7% | +16.0% | -4.2% | -6.5% |
| 1Y | +10.9% | +17.0% | -6.0% | -8.2% |
| 3Y | +279.0% | +66.9% | +212.1% | +107.8% |
| 5Y | +427.0% | +65.8% | +361.2% | +190.5% |
| All | +427.0% | +65.3% | +361.7% | +190.5% |
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