+16.5%
GEHC vs VCIT
+19.7%
-3.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.4% |
| 7D | +7.6% | +0.1% | +7.5% | +7.4% |
| 30D | +27.5% | +1.9% | +25.5% | +22.9% |
| 3M | +17.2% | -1.4% | +18.7% | +20.6% |
| 6M | +33.6% | -2.1% | +35.7% | +39.3% |
| YTD | +0.6% | -1.6% | +2.3% | +4.4% |
| 1Y | +11.3% | -0.9% | +12.2% | +14.1% |
| 3Y | +16.5% | +20.0% | -3.5% | -8.2% |
| All | +16.5% | +19.7% | -3.2% | -8.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling