+0.8%
GEHC vs VCLT
+12.8%
-12.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -5.2% | +0.3% | -5.5% | -5.4% |
| 30D | -7.0% | -0.6% | -6.4% | -6.5% |
| 3M | +3.3% | -2.2% | +5.6% | +5.4% |
| 6M | -10.0% | -2.9% | -7.1% | -7.5% |
| YTD | -18.5% | -2.1% | -16.4% | -16.7% |
| 1Y | -14.4% | -2.6% | -11.8% | -12.1% |
| All | +0.8% | +12.8% | -12.1% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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