+2,926.4%
V vs GE
+195.4%
+2,731.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -1.3% |
| 7D | -1.7% | -1.6% | -0.1% | -1.2% |
| 30D | +2.0% | -11.6% | +13.5% | +6.2% |
| 3M | +17.4% | +3.0% | +14.3% | +15.5% |
| 6M | +17.5% | -0.5% | +18.0% | +16.0% |
| YTD | +7.6% | +9.7% | -2.2% | +2.1% |
| 1Y | +7.7% | +20.0% | -12.3% | -1.4% |
| 3Y | +54.7% | +275.8% | -221.2% | -9.3% |
| 5Y | +73.0% | +429.1% | -356.0% | -12.3% |
| 10Y | +390.9% | +151.2% | +239.7% | +201.9% |
| All | +2,926.4% | +195.4% | +2,731.1% | +1,646.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling