+15.7%
GEHC vs VIK
+55.4%
-39.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.2% | +0.2% | +4.6% |
| 7D | +13.2% | +5.4% | +7.8% | +11.5% |
| 30D | +30.6% | +12.5% | +18.1% | +26.3% |
| 3M | +22.2% | -15.2% | +37.4% | +27.9% |
| 6M | +40.8% | +15.4% | +25.5% | +30.1% |
| YTD | +4.8% | +27.7% | -22.8% | -7.7% |
| 1Y | +15.7% | +59.7% | -44.0% | -7.1% |
| All | +15.7% | +55.4% | -39.7% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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