+0.8%
GEHC vs VEU
+75.6%
-74.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.6% |
| 7D | -5.2% | +1.7% | -6.8% | -6.7% |
| 30D | -7.0% | +1.0% | -7.9% | -7.9% |
| 3M | +3.3% | +5.6% | -2.3% | -3.5% |
| 6M | -10.0% | +13.7% | -23.7% | -23.4% |
| YTD | -18.5% | +17.7% | -36.2% | -33.9% |
| 1Y | -14.4% | +25.8% | -40.2% | -36.1% |
| All | +0.8% | +75.6% | -74.8% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling