+1,740.6%
VRT vs GE
+436.7%
+1,303.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +2.1% |
| 7D | -21.4% | +7.1% | -28.5% | -24.1% |
| 30D | -25.8% | +6.5% | -32.3% | -28.2% |
| 3M | -33.5% | -13.6% | -20.0% | -28.5% |
| 6M | -49.0% | +6.0% | -55.0% | -50.6% |
| YTD | +12.9% | +5.4% | +7.6% | +9.6% |
| 1Y | 0.0% | +6.5% | -6.4% | -3.5% |
| 3Y | +361.8% | +268.6% | +93.2% | +168.2% |
| 5Y | +565.1% | +389.0% | +176.1% | +239.1% |
| All | +1,740.6% | +436.7% | +1,303.9% | +699.8% |
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 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