-6.9%
GEHC vs VNQ
+9.6%
-16.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -0.6% |
| 7D | -4.0% | -1.3% | -2.7% | -2.9% |
| 30D | -2.0% | -2.9% | +1.0% | +0.8% |
| 3M | +8.0% | +0.8% | +7.2% | +6.9% |
| 6M | -12.8% | +2.5% | -15.2% | -15.3% |
| YTD | -15.9% | +10.6% | -26.6% | -23.2% |
| 1Y | -6.9% | +9.1% | -16.0% | -14.8% |
| All | -6.9% | +9.6% | -16.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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