+243.8%
GE vs VO
+797.8%
-554.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.8% |
| 7D | +7.1% | -2.6% | +9.7% | +10.0% |
| 30D | +6.5% | -0.9% | +7.4% | +7.6% |
| 3M | -13.6% | -3.0% | -10.6% | -10.8% |
| 6M | +6.0% | +2.2% | +3.8% | +3.9% |
| YTD | +5.4% | +10.6% | -5.2% | -4.2% |
| 1Y | +6.5% | +12.5% | -6.1% | -4.9% |
| 3Y | +268.6% | +61.4% | +207.2% | +131.3% |
| 5Y | +389.0% | +33.4% | +355.6% | +269.8% |
| 10Y | +163.3% | +201.5% | -38.2% | -7.9% |
| All | +243.8% | +797.8% | -554.0% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling