+151.2%
GE vs VXUS
+146.4%
+4.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.5% | -2.4% |
| 7D | +5.1% | +2.3% | +2.8% | +2.5% |
| 30D | +7.6% | -2.2% | +9.8% | +10.5% |
| 3M | -9.3% | -5.4% | -3.9% | -3.4% |
| 6M | +11.5% | -1.2% | +12.8% | +12.6% |
| YTD | +7.9% | +10.4% | -2.5% | -4.3% |
| 1Y | +7.6% | +11.8% | -4.2% | -5.9% |
| 3Y | +265.9% | +68.4% | +197.5% | +95.2% |
| 5Y | +405.9% | +45.9% | +360.1% | +223.7% |
| All | +151.2% | +146.4% | +4.8% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 10y: compounded portfolio wealth divided by compounded VXUS 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…
10y analysis · Full analysis span regression · 6 months rolling