+147.5%
GE vs VTV
+234.5%
-87.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -1.1% |
| 7D | -4.0% | -1.1% | -2.9% | -2.6% |
| 30D | -11.4% | -1.0% | -10.4% | -10.2% |
| 3M | -2.6% | +4.6% | -7.3% | -8.3% |
| 6M | -0.3% | +13.5% | -13.8% | -15.2% |
| YTD | +5.4% | +18.5% | -13.1% | -15.2% |
| 1Y | +15.5% | +22.9% | -7.4% | -11.4% |
| 3Y | +260.8% | +67.8% | +192.9% | +84.8% |
| 5Y | +421.6% | +81.8% | +339.8% | +142.5% |
| All | +147.5% | +234.5% | -87.0% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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