+376.8%
V vs GE
+151.9%
+224.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.1% | -1.5% |
| 7D | -1.1% | +1.2% | -2.2% | -1.4% |
| 30D | +1.9% | -9.5% | +11.4% | +4.5% |
| 3M | +15.5% | +4.1% | +11.4% | +13.8% |
| 6M | +16.6% | +3.9% | +12.7% | +14.2% |
| YTD | +5.7% | +9.0% | -3.3% | +1.8% |
| 1Y | +8.6% | +21.9% | -13.4% | +0.8% |
| 3Y | +52.5% | +281.8% | -229.3% | -0.4% |
| 5Y | +67.1% | +436.7% | -369.6% | -3.0% |
| 10Y | +376.8% | +151.5% | +225.3% | +158.0% |
| All | +376.8% | +151.9% | +224.9% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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