+504.8%
GE vs VOO
+817.1%
-312.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.5% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -11.6% | +0.1% | -11.6% | -11.7% |
| 3M | +3.0% | +2.0% | +1.0% | +0.6% |
| 6M | -0.5% | +13.0% | -13.6% | -13.0% |
| YTD | +9.7% | +13.6% | -3.8% | -4.5% |
| 1Y | +20.0% | +20.1% | 0.0% | -1.8% |
| 3Y | +275.8% | +77.6% | +198.3% | +101.1% |
| 5Y | +429.1% | +82.4% | +346.6% | +174.3% |
| 10Y | +151.2% | +316.8% | -165.7% | -46.5% |
| All | +504.8% | +817.1% | -312.3% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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