+367.6%
GE vs VXUS
+163.7%
+204.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +0.9% |
| 7D | +6.3% | +0.8% | +5.5% | +5.5% |
| 30D | +8.9% | -1.9% | +10.8% | +11.1% |
| 3M | -9.2% | -4.4% | -4.8% | -5.0% |
| 6M | +13.2% | -2.0% | +15.2% | +15.2% |
| YTD | +9.4% | +11.1% | -1.7% | -1.8% |
| 1Y | +9.8% | +15.1% | -5.3% | -4.8% |
| 3Y | +278.2% | +70.4% | +207.8% | +119.5% |
| 5Y | +396.0% | +47.2% | +348.8% | +235.6% |
| 10Y | +162.4% | +142.3% | +20.1% | +14.4% |
| All | +367.6% | +163.7% | +204.0% | +85.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling