+436.7%
GE vs VSH
+65.5%
+371.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.4% |
| 7D | +1.2% | +6.2% | -5.1% | -0.3% |
| 30D | -9.5% | -11.1% | +1.6% | -7.2% |
| 3M | +4.1% | -44.9% | +49.0% | +17.7% |
| 6M | +3.9% | +90.0% | -86.0% | -19.4% |
| YTD | +9.0% | +118.8% | -109.8% | -19.5% |
| 1Y | +21.9% | +109.0% | -87.0% | -9.6% |
| 3Y | +281.8% | +35.6% | +246.2% | +216.3% |
| 5Y | +436.7% | +66.7% | +370.0% | +285.2% |
| All | +436.7% | +65.5% | +371.2% | +285.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 5y: compounded portfolio wealth divided by compounded VSH 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…
5y analysis · Full analysis span regression · 6 months rolling