+8.9%
GE vs VST
-35.7%
+44.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -13.8% | +16.6% | +5.0% |
| 7D | +9.4% | -15.7% | +25.1% | +12.2% |
| 30D | +7.5% | -17.0% | +24.5% | +9.9% |
| 3M | -12.5% | -15.9% | +3.3% | -11.0% |
| 6M | +17.8% | -25.0% | +42.8% | +21.6% |
| YTD | +7.4% | -25.1% | +32.5% | +8.8% |
| 1Y | +8.9% | -34.9% | +43.7% | +15.2% |
| All | +8.9% | -35.7% | +44.6% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 1y: compounded portfolio wealth divided by compounded VST 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…
1y analysis · Full analysis span regression · 6 months rolling