+292.9%
GE vs VLTO
+56.1%
+236.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | +6.3% | +2.0% | +4.2% | +5.5% |
| 30D | +8.9% | +21.8% | -12.9% | +1.1% |
| 3M | -9.2% | +20.2% | -29.4% | -15.4% |
| 6M | +13.2% | +36.3% | -23.1% | -0.4% |
| YTD | +9.4% | +18.8% | -9.4% | +2.0% |
| 1Y | +9.8% | +20.4% | -10.6% | +1.5% |
| 3Y | +278.2% | +71.9% | +206.3% | +216.0% |
| All | +292.9% | +56.1% | +236.8% | +243.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling