+15.5%
GEHC vs VEU
+88.7%
-73.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.7% |
| 7D | -4.0% | +1.1% | -5.1% | -5.0% |
| 30D | -2.0% | +2.2% | -4.1% | -4.0% |
| 3M | +8.0% | +3.0% | +5.0% | +3.8% |
| 6M | -12.8% | +10.9% | -23.6% | -22.7% |
| YTD | -15.9% | +18.2% | -34.1% | -31.0% |
| 1Y | -6.9% | +28.3% | -35.2% | -30.3% |
| 3Y | 0.0% | +74.6% | -74.7% | -45.1% |
| All | +15.5% | +88.7% | -73.3% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling