+139.0%
VRT vs GE
+20.2%
+118.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.3% | +4.1% |
| 7D | +13.6% | +1.2% | +12.5% | +12.8% |
| 30D | +6.8% | -9.5% | +16.3% | +13.8% |
| 3M | -3.2% | +4.1% | -7.3% | -5.5% |
| 6M | +20.3% | +3.9% | +16.4% | +16.6% |
| YTD | +79.6% | +9.0% | +70.6% | +66.2% |
| 1Y | +139.0% | +21.9% | +117.1% | +106.5% |
| All | +139.0% | +20.2% | +118.8% | +106.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling