+38.6%
GEHC vs VSH
+42.5%
-3.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +8.8% | -10.0% | -2.4% |
| 7D | -3.7% | +12.8% | -16.5% | -5.5% |
| 30D | +22.0% | -9.0% | +31.0% | +22.8% |
| 3M | +13.6% | -12.2% | +25.8% | +14.2% |
| 6M | +34.0% | -15.9% | +50.0% | +27.9% |
| YTD | +0.9% | +103.2% | -102.3% | -26.3% |
| 1Y | +12.7% | +108.4% | -95.7% | -18.4% |
| 3Y | +19.4% | +41.6% | -22.1% | -9.5% |
| All | +38.6% | +42.5% | -3.9% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling