-3.5%
GEHC vs VTRS
+84.5%
-88.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.8% |
| 7D | -7.2% | -2.2% | -5.0% | -6.4% |
| 30D | -11.6% | +3.3% | -14.9% | -12.6% |
| 3M | -0.8% | +2.0% | -2.8% | -1.8% |
| 6M | -11.9% | +19.9% | -31.9% | -18.2% |
| YTD | -21.9% | +35.7% | -57.7% | -31.4% |
| 1Y | -17.8% | +68.1% | -85.9% | -33.9% |
| 3Y | -3.5% | +87.1% | -90.6% | -32.7% |
| All | -3.5% | +84.5% | -88.0% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 3y: compounded portfolio wealth divided by compounded VTRS 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…
3y analysis · Full analysis span regression · 6 months rolling