+2,874.1%
GE vs VSH
+1,378.7%
+1,495.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +13.4% | -9.6% | +0.5% |
| 7D | +6.3% | +3.5% | +2.8% | +4.9% |
| 30D | +8.9% | -22.4% | +31.3% | +14.7% |
| 3M | -9.2% | -25.2% | +16.0% | -4.2% |
| 6M | +13.2% | -22.5% | +35.8% | +14.2% |
| YTD | +9.4% | +84.2% | -74.8% | -12.8% |
| 1Y | +9.8% | +87.1% | -77.3% | -13.1% |
| 3Y | +278.2% | +31.7% | +246.5% | +213.2% |
| 5Y | +396.0% | +42.6% | +353.4% | +298.4% |
| 10Y | +162.4% | +116.6% | +45.8% | +87.5% |
| All | +2,874.1% | +1,378.7% | +1,495.4% | +1,010.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling