+515.8%
GE vs VOO
+806.9%
-291.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | 0.0% |
| 7D | +4.0% | -0.9% | +4.9% | +5.1% |
| 30D | +11.1% | -2.3% | +13.4% | +14.0% |
| 3M | -6.7% | -1.2% | -5.6% | -5.5% |
| 6M | +14.3% | +3.3% | +10.9% | +10.1% |
| YTD | +11.7% | +12.3% | -0.6% | -1.5% |
| 1Y | +10.9% | +12.5% | -1.6% | -2.4% |
| 3Y | +279.0% | +79.2% | +199.8% | +100.8% |
| 5Y | +427.0% | +75.7% | +351.3% | +184.9% |
| 10Y | +158.6% | +313.7% | -155.1% | -44.4% |
| All | +515.8% | +806.9% | -291.1% | -46.2% |
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