+20.0%
GE vs VUG
+15.8%
+4.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -11.6% | -0.3% | -11.3% | -11.4% |
| 3M | +3.0% | -0.7% | +3.7% | +3.4% |
| 6M | -0.5% | +14.6% | -15.1% | -12.6% |
| YTD | +9.7% | +9.0% | +0.7% | -0.2% |
| 1Y | +20.0% | +14.9% | +5.2% | +6.1% |
| All | +20.0% | +15.8% | +4.3% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 1y: compounded portfolio wealth divided by compounded VUG 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…
1y analysis · Full analysis span regression · 6 months rolling