+20.1%
GEHC vs VLTO
+70.5%
-50.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +3.7% | +1.6% | +2.1% | +2.8% |
| 30D | +27.3% | +22.0% | +5.4% | +13.4% |
| 3M | +14.7% | +21.9% | -7.1% | +2.2% |
| 6M | +31.9% | +36.5% | -4.6% | +10.0% |
| YTD | +2.2% | +19.0% | -16.8% | -7.9% |
| 1Y | +14.1% | +21.0% | -6.9% | +1.3% |
| All | +20.1% | +70.5% | -50.4% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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