+960.3%
VTI vs GE
+166.0%
+794.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.7% |
| 7D | +0.1% | -1.6% | +1.7% | +0.7% |
| 30D | 0.0% | -11.6% | +11.6% | +4.6% |
| 3M | +2.0% | +3.0% | -1.0% | +0.3% |
| 6M | +13.0% | -0.5% | +13.5% | +11.7% |
| YTD | +13.9% | +9.7% | +4.2% | +8.0% |
| 1Y | +20.0% | +20.0% | 0.0% | +9.5% |
| 3Y | +75.8% | +275.8% | -200.0% | -0.2% |
| 5Y | +73.8% | +429.1% | -355.2% | -15.7% |
| 10Y | +297.5% | +151.2% | +146.3% | +137.1% |
| All | +960.3% | +166.0% | +794.3% | +420.5% |
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 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