+19.2%
GEHC vs VOO
+78.5%
-59.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.8% |
| 7D | +0.8% | +2.6% | -1.8% | -2.0% |
| 30D | +21.3% | -2.0% | +23.3% | +23.7% |
| 3M | +12.6% | -2.8% | +15.3% | +15.8% |
| 6M | +34.3% | +2.2% | +32.1% | +29.7% |
| YTD | +1.4% | +11.5% | -10.1% | -12.0% |
| 1Y | +12.5% | +13.5% | -1.0% | -4.4% |
| 3Y | +19.2% | +78.1% | -58.9% | -45.0% |
| All | +19.2% | +78.5% | -59.3% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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