+3.4%
GEHC vs VSH
+32.2%
-28.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.9% |
| 7D | -5.2% | +6.2% | -11.4% | -6.1% |
| 30D | -7.0% | -11.1% | +4.2% | -5.4% |
| 3M | +3.3% | -44.9% | +48.2% | +13.6% |
| 6M | -10.0% | +90.0% | -100.0% | -31.8% |
| YTD | -18.5% | +118.8% | -137.3% | -41.6% |
| 1Y | -14.4% | +109.0% | -123.4% | -38.2% |
| 3Y | +3.4% | +35.6% | -32.2% | -17.0% |
| All | +3.4% | +32.2% | -28.8% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling