+15.7%
GEHC vs VSH
+62.1%
-46.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -5.1% | +11.5% | +6.2% |
| 7D | +13.2% | -13.6% | +26.8% | +12.6% |
| 30D | +30.6% | -30.4% | +61.0% | +29.5% |
| 3M | +22.2% | -33.3% | +55.5% | +21.1% |
| 6M | +40.8% | -15.1% | +55.9% | +30.6% |
| YTD | +4.8% | +80.2% | -75.4% | -19.4% |
| 1Y | +15.7% | +63.4% | -47.6% | -8.3% |
| All | +15.7% | +62.1% | -46.3% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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