+7.2%
GEHC vs VTEB
+8.8%
-1.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.9% |
| 7D | -7.2% | -0.9% | -6.2% | -6.0% |
| 30D | -11.6% | -2.5% | -9.0% | -8.6% |
| 3M | -0.8% | -3.0% | +2.1% | +3.1% |
| 6M | -11.9% | -2.1% | -9.8% | -9.3% |
| YTD | -21.9% | -1.5% | -20.5% | -20.1% |
| 1Y | -17.8% | +0.2% | -18.0% | -17.2% |
| 3Y | -3.5% | +8.6% | -12.1% | -9.0% |
| All | +7.2% | +8.8% | -1.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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