+38.2%
GEHC vs VT
+84.6%
-46.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.9% |
| 7D | +7.6% | -2.3% | +9.9% | +10.4% |
| 30D | +27.5% | -5.0% | +32.4% | +34.8% |
| 3M | +17.2% | -4.9% | +22.1% | +23.8% |
| 6M | +33.6% | -1.5% | +35.1% | +34.1% |
| YTD | +0.6% | +8.5% | -7.8% | -10.7% |
| 1Y | +11.3% | +11.4% | -0.1% | -4.4% |
| 3Y | +16.5% | +70.1% | -53.6% | -38.2% |
| All | +38.2% | +84.6% | -46.4% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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