+15.5%
GEHC vs VSH
+55.0%
-39.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.7% | -1.9% |
| 7D | -4.0% | +4.1% | -8.1% | -4.6% |
| 30D | -2.0% | -4.2% | +2.2% | -1.6% |
| 3M | +8.0% | -50.0% | +57.9% | +21.2% |
| 6M | -12.8% | +80.2% | -92.9% | -31.7% |
| YTD | -15.9% | +121.1% | -137.0% | -38.6% |
| 1Y | -6.9% | +112.0% | -118.9% | -31.7% |
| 3Y | 0.0% | +22.5% | -22.6% | -20.9% |
| All | +15.5% | +55.0% | -39.6% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling