+1,855.0%
VRT vs GE
+461.1%
+1,393.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.5% |
| 7D | -17.7% | +5.4% | -23.1% | -19.7% |
| 30D | -20.0% | +9.6% | -29.6% | -23.6% |
| 3M | -28.1% | -7.7% | -20.4% | -25.1% |
| 6M | -42.8% | +14.0% | -56.9% | -46.6% |
| YTD | +20.0% | +10.2% | +9.8% | +13.9% |
| 1Y | +3.5% | +8.9% | -5.4% | -1.2% |
| 3Y | +366.1% | +273.7% | +92.5% | +168.0% |
| 5Y | +632.2% | +410.2% | +222.0% | +265.6% |
| All | +1,855.0% | +461.1% | +1,393.9% | +731.3% |
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