+260.8%
GE vs VWO
+62.9%
+197.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.6% |
| 7D | -4.0% | -1.8% | -2.2% | -2.7% |
| 30D | -11.4% | -0.1% | -11.3% | -11.4% |
| 3M | -2.6% | +2.2% | -4.8% | -4.5% |
| 6M | -0.3% | +8.8% | -9.1% | -6.6% |
| YTD | +5.4% | +12.4% | -7.0% | -3.5% |
| 1Y | +15.5% | +15.6% | 0.0% | +3.8% |
| 3Y | +260.8% | +62.5% | +198.2% | +145.3% |
| All | +260.8% | +62.9% | +197.9% | +145.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 3y: compounded portfolio wealth divided by compounded VWO 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…
3y analysis · Full analysis span regression · 6 months rolling