+7.2%
GEHC vs VEU
+86.0%
-78.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.5% |
| 7D | -7.2% | -1.4% | -5.7% | -5.9% |
| 30D | -11.6% | -0.4% | -11.1% | -11.2% |
| 3M | -0.8% | +2.5% | -3.4% | -4.1% |
| 6M | -11.9% | +11.1% | -23.1% | -22.4% |
| YTD | -21.9% | +16.5% | -38.5% | -35.1% |
| 1Y | -17.8% | +22.9% | -40.8% | -35.6% |
| 3Y | -3.5% | +73.4% | -77.0% | -46.6% |
| All | +7.2% | +86.0% | -78.8% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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