+15.7%
GEHC vs VICR
+76.0%
-60.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -11.1% | +17.5% | +6.2% |
| 7D | +13.2% | -26.6% | +39.8% | +12.8% |
| 30D | +30.6% | -47.9% | +78.6% | +30.2% |
| 3M | +22.2% | -29.8% | +52.0% | +21.6% |
| 6M | +40.8% | -36.6% | +77.5% | +37.0% |
| YTD | +4.8% | +45.1% | -40.3% | -13.4% |
| 1Y | +15.7% | +80.0% | -64.3% | -10.2% |
| All | +15.7% | +76.0% | -60.2% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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