+436.7%
GE vs VUG
+76.0%
+360.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +1.2% | +0.9% | +0.3% | +0.5% |
| 30D | -9.5% | -1.4% | -8.1% | -8.6% |
| 3M | +4.1% | +2.3% | +1.8% | +2.1% |
| 6M | +3.9% | +15.7% | -11.7% | -7.0% |
| YTD | +9.0% | +8.6% | +0.4% | +2.1% |
| 1Y | +21.9% | +14.1% | +7.9% | +10.1% |
| 3Y | +281.8% | +87.9% | +193.9% | +142.2% |
| 5Y | +436.7% | +76.3% | +360.4% | +244.7% |
| All | +436.7% | +76.0% | +360.7% | +244.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling