+38.6%
GEHC vs VCIT
+18.3%
+20.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.7% | -0.5% | -3.3% | -3.2% |
| 30D | +22.0% | +1.5% | +20.5% | +19.9% |
| 3M | +13.6% | -1.0% | +14.6% | +15.0% |
| 6M | +34.0% | -1.7% | +35.7% | +36.9% |
| YTD | +0.9% | -1.4% | +2.3% | +3.0% |
| 1Y | +12.7% | -0.9% | +13.7% | +14.6% |
| 3Y | +19.4% | +19.8% | -0.3% | +7.4% |
| All | +38.6% | +18.3% | +20.3% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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