-15.3%
GEHC vs VSH
+108.3%
-123.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.4% |
| 7D | -7.9% | +2.8% | -10.6% | -7.9% |
| 30D | -11.7% | -6.0% | -5.7% | -11.7% |
| 3M | +0.8% | -42.6% | +43.5% | +3.7% |
| 6M | -11.6% | +82.1% | -93.7% | -28.0% |
| YTD | -21.6% | +117.5% | -139.1% | -40.1% |
| 1Y | -15.3% | +109.0% | -124.3% | -34.8% |
| All | -15.3% | +108.3% | -123.6% | -34.8% |
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