+817.5%
VOO vs GE
+515.8%
+301.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +0.8% |
| 7D | -0.9% | +4.0% | -4.9% | -2.2% |
| 30D | -2.3% | +11.1% | -13.4% | -5.7% |
| 3M | -1.2% | -6.7% | +5.6% | +0.7% |
| 6M | +3.3% | +14.3% | -10.9% | -1.8% |
| YTD | +12.3% | +11.7% | +0.6% | +6.6% |
| 1Y | +12.5% | +10.9% | +1.6% | +6.9% |
| 3Y | +79.2% | +279.0% | -199.8% | +11.1% |
| 5Y | +75.7% | +427.0% | -351.3% | -4.3% |
| 10Y | +313.7% | +158.6% | +155.1% | +191.3% |
| All | +817.5% | +515.8% | +301.7% | +279.2% |
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