+264.6%
GE vs VO
+833.6%
-569.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.2% | +0.2% |
| 7D | +4.0% | +0.2% | +3.8% | +3.9% |
| 30D | +11.1% | +2.0% | +9.0% | +8.9% |
| 3M | -6.7% | -0.3% | -6.4% | -6.4% |
| 6M | +14.3% | +7.3% | +7.0% | +6.7% |
| YTD | +11.7% | +15.0% | -3.2% | -2.3% |
| 1Y | +10.9% | +14.7% | -3.8% | -2.9% |
| 3Y | +279.0% | +67.3% | +211.7% | +129.5% |
| 5Y | +427.0% | +38.8% | +388.2% | +283.0% |
| 10Y | +158.6% | +201.6% | -43.0% | -9.7% |
| All | +264.6% | +833.6% | -569.1% | -53.8% |
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