+376.2%
GE vs VT
+53.2%
+323.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.4% | +0.2% |
| 7D | +0.5% | -4.2% | +4.7% | +5.6% |
| 30D | +1.7% | -5.8% | +7.5% | +9.0% |
| 3M | -17.3% | -5.2% | -12.1% | -12.1% |
| 6M | +10.1% | +0.1% | +10.0% | +9.7% |
| YTD | +2.6% | +8.2% | -5.6% | -6.3% |
| 1Y | +3.7% | +10.1% | -6.4% | -7.1% |
| 3Y | +268.3% | +69.7% | +198.6% | +104.4% |
| 5Y | +376.2% | +53.4% | +322.8% | +204.4% |
| All | +376.2% | +53.2% | +323.0% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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