+147.5%
GE vs VTEB
+17.9%
+129.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.5% | -0.5% |
| 7D | -4.0% | -0.9% | -3.1% | -3.1% |
| 30D | -11.4% | -2.5% | -8.9% | -9.3% |
| 3M | -2.6% | -3.0% | +0.4% | +0.2% |
| 6M | -0.3% | -2.1% | +1.8% | +1.9% |
| YTD | +5.4% | -1.5% | +6.8% | +7.1% |
| 1Y | +15.5% | +0.2% | +15.4% | +15.8% |
| 3Y | +260.8% | +8.6% | +252.2% | +233.3% |
| 5Y | +421.6% | +1.2% | +420.5% | +417.4% |
| All | +147.5% | +17.9% | +129.6% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling