+15.7%
GEHC vs ITOT
+14.7%
+1.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.5% | +4.8% | +5.3% |
| 7D | +13.2% | -0.7% | +13.8% | +13.7% |
| 30D | +30.6% | -1.1% | +31.7% | +31.5% |
| 3M | +22.2% | -0.8% | +23.0% | +22.8% |
| 6M | +40.8% | +7.0% | +33.9% | +30.8% |
| YTD | +4.8% | +13.3% | -8.5% | -9.3% |
| 1Y | +15.7% | +14.8% | +0.9% | -0.7% |
| All | +15.7% | +14.7% | +1.0% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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