+39.3%
GEHC vs VEEV
+74.6%
-35.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +0.8% | -0.7% | +1.5% | +1.0% |
| 30D | +21.3% | +1.4% | +19.9% | +20.9% |
| 3M | +12.6% | +19.4% | -6.8% | +7.4% |
| 6M | +34.3% | +93.6% | -59.3% | +13.1% |
| YTD | +1.4% | +35.1% | -33.7% | -6.8% |
| 1Y | +12.5% | +3.4% | +9.1% | +10.8% |
| 3Y | +19.2% | +81.4% | -62.2% | -0.5% |
| All | +39.3% | +74.6% | -35.4% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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