+7.7%
GEHC vs RVMD
+750.5%
-742.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.2% |
| 7D | -7.9% | -3.6% | -4.3% | -7.5% |
| 30D | -11.7% | -1.1% | -10.6% | -11.6% |
| 3M | +0.8% | +41.0% | -40.2% | -3.2% |
| 6M | -11.6% | +105.7% | -117.3% | -19.4% |
| YTD | -21.6% | +155.3% | -176.9% | -31.1% |
| 1Y | -15.3% | +402.7% | -418.0% | -32.4% |
| 3Y | -0.5% | +533.1% | -533.6% | -24.9% |
| All | +7.7% | +750.5% | -742.8% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling