+268.6%
GE vs VO
+60.2%
+208.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.9% |
| 7D | +7.1% | -2.6% | +9.7% | +10.5% |
| 30D | +6.5% | -0.9% | +7.4% | +7.8% |
| 3M | -13.6% | -3.0% | -10.6% | -10.3% |
| 6M | +6.0% | +2.2% | +3.8% | +3.4% |
| YTD | +5.4% | +10.6% | -5.2% | -5.8% |
| 1Y | +6.5% | +12.5% | -6.1% | -6.8% |
| 3Y | +268.6% | +61.4% | +207.2% | +141.6% |
| All | +268.6% | +60.2% | +208.4% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling