+588.0%
GE vs VTR
+1,485.3%
-897.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.5% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | +8.1% | +5.5% | +2.6% | +6.4% |
| 3M | -7.9% | -0.9% | -6.9% | -7.8% |
| 6M | +12.9% | -0.4% | +13.3% | +12.4% |
| YTD | +8.2% | +17.0% | -8.9% | +3.0% |
| 1Y | +9.7% | +18.0% | -8.3% | +4.2% |
| 3Y | +266.1% | +127.4% | +138.7% | +187.2% |
| 5Y | +407.4% | +92.3% | +315.1% | +312.4% |
| 10Y | +150.3% | +129.6% | +20.7% | +81.4% |
| All | +588.0% | +1,485.3% | -897.3% | +285.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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