+2,545.5%
VRT vs GE
+439.5%
+2,106.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.8% | -6.8% | -8.2% |
| 7D | +2.4% | -1.2% | +3.6% | +3.2% |
| 30D | -2.7% | -11.3% | +8.6% | +3.3% |
| 3M | -9.2% | -1.4% | -7.8% | -8.3% |
| 6M | -0.5% | +1.2% | -1.7% | -1.4% |
| YTD | +62.3% | +5.9% | +56.4% | +57.1% |
| 1Y | +109.6% | +18.4% | +91.2% | +92.3% |
| 3Y | +573.1% | +271.0% | +302.1% | +289.8% |
| 5Y | +953.6% | +417.9% | +535.7% | +427.5% |
| All | +2,545.5% | +439.5% | +2,106.0% | +1,045.8% |
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