+7.7%
GEHC vs VICR
+230.3%
-222.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.7% | -1.3% |
| 7D | -7.9% | -0.4% | -7.5% | -7.9% |
| 30D | -11.7% | -15.6% | +3.9% | -11.1% |
| 3M | +0.8% | -35.4% | +36.2% | +2.2% |
| 6M | -11.6% | +1.3% | -12.9% | -14.8% |
| YTD | -21.6% | +62.5% | -84.0% | -27.6% |
| 1Y | -15.3% | +255.5% | -270.8% | -27.0% |
| 3Y | -0.5% | +182.0% | -182.5% | -16.8% |
| All | +7.7% | +230.3% | -222.6% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling