+12.0%
GEHC vs VO
+65.6%
-53.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.5% | -2.4% |
| 7D | -5.2% | +0.6% | -5.8% | -5.9% |
| 30D | -7.0% | -1.1% | -5.9% | -5.8% |
| 3M | +3.3% | +4.5% | -1.2% | -2.2% |
| 6M | -10.0% | +11.1% | -21.1% | -20.7% |
| YTD | -18.5% | +13.5% | -32.0% | -30.0% |
| 1Y | -14.4% | +14.5% | -28.9% | -27.1% |
| 3Y | +3.4% | +58.1% | -54.7% | -36.8% |
| All | +12.0% | +65.6% | -53.7% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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