-3.1%
GEHC vs VICR
+178.2%
-181.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -1.2% |
| 7D | -7.9% | -0.4% | -7.5% | -7.9% |
| 30D | -11.7% | -15.6% | +3.9% | -10.9% |
| 3M | +0.8% | -35.4% | +36.2% | +2.5% |
| 6M | -11.6% | +1.3% | -12.9% | -16.4% |
| YTD | -21.6% | +62.5% | -84.0% | -30.5% |
| 1Y | -15.3% | +255.5% | -270.8% | -32.7% |
| All | -3.1% | +178.2% | -181.3% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling