+7.2%
GEHC vs RVMD
+752.2%
-745.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -7.2% | -3.0% | -4.2% | -6.9% |
| 30D | -11.6% | -0.7% | -10.8% | -11.5% |
| 3M | -0.8% | +36.5% | -37.4% | -4.4% |
| 6M | -11.9% | +104.6% | -116.5% | -19.6% |
| YTD | -21.9% | +155.8% | -177.8% | -31.4% |
| 1Y | -17.8% | +340.7% | -358.5% | -33.2% |
| 3Y | -3.5% | +519.9% | -523.5% | -27.0% |
| All | +7.2% | +752.2% | -745.1% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling