+15.5%
GEHC vs VCIT
+19.1%
-3.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -4.0% | -0.3% | -3.6% | -3.6% |
| 30D | -2.0% | -0.8% | -1.2% | -1.0% |
| 3M | +8.0% | -1.0% | +9.0% | +9.3% |
| 6M | -12.8% | -1.8% | -10.9% | -10.7% |
| YTD | -15.9% | -0.7% | -15.2% | -14.9% |
| 1Y | -6.9% | +1.0% | -7.9% | -7.3% |
| 3Y | 0.0% | +18.8% | -18.9% | -10.8% |
| All | +15.5% | +19.1% | -3.6% | +0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling