+15.5%
GEHC vs VIG
+67.0%
-51.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.6% |
| 7D | -4.0% | -0.4% | -3.6% | -3.4% |
| 30D | -2.0% | -1.0% | -1.0% | -0.6% |
| 3M | +8.0% | +2.8% | +5.2% | +3.6% |
| 6M | -12.8% | +8.2% | -21.0% | -22.2% |
| YTD | -15.9% | +11.0% | -26.9% | -27.7% |
| 1Y | -6.9% | +16.1% | -23.1% | -24.8% |
| 3Y | 0.0% | +56.2% | -56.2% | -44.1% |
| All | +15.5% | +67.0% | -51.5% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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