+15.7%
GEHC vs VTR
+22.5%
-6.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.5% | +3.9% | +6.1% |
| 7D | +13.2% | +10.0% | +3.1% | +12.3% |
| 30D | +30.6% | +9.6% | +21.0% | +29.7% |
| 3M | +22.2% | -1.2% | +23.4% | +22.3% |
| 6M | +40.8% | +2.8% | +38.0% | +38.7% |
| YTD | +4.8% | +17.4% | -12.6% | +11.0% |
| 1Y | +15.7% | +22.0% | -6.3% | +33.8% |
| All | +15.7% | +22.5% | -6.7% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling