+15.7%
GEHC vs VG
+47.2%
-31.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -7.7% | +14.1% | +5.5% |
| 7D | +13.2% | -16.4% | +29.6% | +11.3% |
| 30D | +30.6% | -10.8% | +41.4% | +29.4% |
| 3M | +22.2% | -6.3% | +28.5% | +21.9% |
| 6M | +40.8% | -12.5% | +53.3% | +40.1% |
| YTD | +4.8% | +76.9% | -72.1% | +7.8% |
| 1Y | +15.7% | +51.8% | -36.1% | +18.8% |
| All | +15.7% | +47.2% | -31.5% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling