+422.4%
GE vs VTV
+78.5%
+343.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.5% |
| 7D | -2.8% | -2.1% | -0.7% | -0.1% |
| 30D | -11.9% | -1.3% | -10.6% | -10.4% |
| 3M | +1.8% | +5.6% | -3.8% | -5.2% |
| 6M | -0.6% | +12.4% | -13.0% | -14.3% |
| YTD | +5.5% | +17.6% | -12.1% | -14.0% |
| 1Y | +15.0% | +23.5% | -8.5% | -12.0% |
| 3Y | +269.5% | +67.0% | +202.5% | +93.4% |
| 5Y | +422.4% | +80.5% | +341.9% | +146.3% |
| All | +422.4% | +78.5% | +343.9% | +146.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling