+290.1%
GE vs VT
+363.9%
-73.8%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +0.9% |
| 7D | +9.4% | -0.3% | +9.7% | +9.8% |
| 30D | +7.5% | -1.4% | +9.0% | +9.2% |
| 3M | -12.5% | -1.4% | -11.2% | -11.3% |
| 6M | +17.8% | +5.5% | +12.3% | +11.2% |
| YTD | +7.4% | +12.8% | -5.4% | -5.3% |
| 1Y | +8.9% | +15.4% | -6.5% | -6.2% |
| 3Y | +285.5% | +76.9% | +208.7% | +113.2% |
| 5Y | +415.2% | +60.4% | +354.8% | +217.5% |
| 10Y | +168.4% | +232.8% | -64.4% | -18.2% |
| All | +290.1% | +363.9% | -73.8% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling