+255.7%
GE vs VTV
+715.1%
-459.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | +0.3% |
| 7D | +1.2% | +0.3% | +0.9% | +0.8% |
| 30D | -9.5% | +0.1% | -9.7% | -9.7% |
| 3M | +4.1% | +6.2% | -2.1% | -3.0% |
| 6M | +3.9% | +13.5% | -9.5% | -10.1% |
| YTD | +9.0% | +18.9% | -9.8% | -10.6% |
| 1Y | +21.9% | +25.8% | -3.9% | -6.5% |
| 3Y | +281.8% | +68.7% | +213.1% | +108.9% |
| 5Y | +436.7% | +80.3% | +356.4% | +175.0% |
| 10Y | +151.5% | +226.3% | -74.8% | -30.8% |
| All | +255.7% | +715.1% | -459.4% | -62.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling