+72.2%
V vs GE
+430.3%
-358.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.3% |
| 7D | -1.7% | -1.6% | -0.1% | -1.3% |
| 30D | +2.0% | -11.6% | +13.5% | +5.6% |
| 3M | +17.4% | +3.0% | +14.3% | +15.7% |
| 6M | +17.5% | -0.5% | +18.0% | +16.6% |
| YTD | +7.6% | +9.7% | -2.2% | +2.8% |
| 1Y | +7.7% | +20.0% | -12.3% | -0.7% |
| 3Y | +54.7% | +275.8% | -221.2% | -12.1% |
| All | +72.2% | +430.3% | -358.2% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling