+2,780.0%
GE vs VTRS
+552.8%
+2,227.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.2% | -2.7% |
| 7D | -1.2% | -3.5% | +2.2% | -0.5% |
| 30D | -11.3% | +2.1% | -13.4% | -11.7% |
| 3M | -1.4% | +2.6% | -4.0% | -2.2% |
| 6M | +1.2% | +17.8% | -16.6% | -2.5% |
| YTD | +5.9% | +35.7% | -29.7% | -1.3% |
| 1Y | +18.4% | +63.5% | -45.1% | +5.7% |
| 3Y | +271.0% | +85.1% | +185.9% | +215.1% |
| 5Y | +417.9% | +42.5% | +375.4% | +357.5% |
| 10Y | +152.0% | -48.2% | +200.2% | +159.1% |
| All | +2,780.0% | +552.8% | +2,227.2% | +1,411.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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