+317.6%
VOO vs GE
+151.5%
+166.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.8% | -4.0% | +3.2% | +0.3% |
| 30D | -1.1% | -11.4% | +10.3% | +2.1% |
| 3M | +3.9% | -2.6% | +6.5% | +4.3% |
| 6M | +13.6% | -0.3% | +14.0% | +12.8% |
| YTD | +12.7% | +5.4% | +7.4% | +9.8% |
| 1Y | +17.6% | +15.5% | +2.0% | +11.4% |
| 3Y | +77.3% | +260.8% | -183.4% | +20.5% |
| 5Y | +84.1% | +421.6% | -337.5% | +11.0% |
| All | +317.6% | +151.5% | +166.1% | +157.7% |
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 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