+410.2%
GE price history and return analytics
+57.5%
+352.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.3% |
| 7D | +5.4% | -0.1% | +5.5% | +5.6% |
| 30D | +9.6% | -3.1% | +12.7% | +13.7% |
| 3M | -7.7% | -3.5% | -4.2% | -3.9% |
| 6M | +14.0% | +0.5% | +13.6% | +13.2% |
| YTD | +10.2% | +10.8% | -0.6% | -2.0% |
| 1Y | +8.9% | +11.9% | -3.0% | -4.2% |
| 3Y | +273.7% | +73.0% | +200.7% | +102.8% |
| 5Y | +410.2% | +58.6% | +351.6% | +210.9% |
| All | +410.2% | +57.5% | +352.7% | +210.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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