+905.2%
VRT vs GE
+430.3%
+474.9%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.1% | +3.3% | +3.4% |
| 7D | +9.1% | -1.6% | +10.7% | +10.7% |
| 30D | +0.9% | -11.6% | +12.5% | +11.9% |
| 3M | -13.4% | +3.0% | -16.4% | -16.0% |
| 6M | +11.7% | -0.5% | +12.2% | +10.3% |
| YTD | +73.2% | +9.7% | +63.5% | +55.5% |
| 1Y | +123.4% | +20.0% | +103.4% | +84.2% |
| 3Y | +606.2% | +275.8% | +330.3% | +117.6% |
| All | +905.2% | +430.3% | +474.9% | +93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling