+597.9%
GE vs VTR
+1,499.7%
-901.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.6% |
| 7D | -1.6% | -1.7% | +0.1% | -1.1% |
| 30D | -11.6% | -2.4% | -9.1% | -11.1% |
| 3M | +3.0% | +14.8% | -11.8% | -1.3% |
| 6M | -0.5% | +5.3% | -5.9% | -2.4% |
| YTD | +9.7% | +18.1% | -8.4% | +4.3% |
| 1Y | +20.0% | +36.7% | -16.7% | +9.4% |
| 3Y | +275.8% | +130.1% | +145.8% | +193.8% |
| 5Y | +429.1% | +89.5% | +339.6% | +331.6% |
| 10Y | +151.2% | +87.4% | +63.8% | +91.1% |
| All | +597.9% | +1,499.7% | -901.8% | +290.9% |
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