+9.3%
GEHC vs VEU
+86.5%
-77.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.7% |
| 7D | -7.6% | +0.3% | -7.9% | -7.9% |
| 30D | -10.7% | +0.7% | -11.3% | -11.2% |
| 3M | -1.2% | +4.7% | -5.9% | -6.6% |
| 6M | -13.7% | +11.6% | -25.4% | -24.4% |
| YTD | -20.4% | +16.8% | -37.2% | -33.9% |
| 1Y | -17.0% | +24.9% | -41.9% | -36.1% |
| 3Y | +0.9% | +75.7% | -74.8% | -44.7% |
| All | +9.3% | +86.5% | -77.2% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling