+236.6%
GE vs VTEB
+26.0%
+210.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.4% |
| 7D | -1.2% | -0.7% | -0.5% | -0.6% |
| 30D | -11.3% | -2.1% | -9.2% | -9.7% |
| 3M | -1.4% | -2.7% | +1.3% | +0.9% |
| 6M | +1.2% | -2.1% | +3.3% | +3.2% |
| YTD | +5.9% | -1.1% | +7.1% | +7.2% |
| 1Y | +18.4% | +1.3% | +17.1% | +17.5% |
| 3Y | +271.0% | +9.0% | +262.0% | +244.4% |
| 5Y | +417.9% | +1.5% | +416.4% | +412.4% |
| 10Y | +152.0% | +18.5% | +133.4% | +162.5% |
| All | +236.6% | +26.0% | +210.6% | +330.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling