+7.2%
GEHC vs VTV
+72.3%
-65.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.5% |
| 7D | -7.2% | -1.1% | -6.1% | -5.7% |
| 30D | -11.6% | -1.0% | -10.5% | -10.3% |
| 3M | -0.8% | +4.6% | -5.5% | -7.2% |
| 6M | -11.9% | +13.5% | -25.4% | -26.4% |
| YTD | -21.9% | +18.5% | -40.4% | -38.5% |
| 1Y | -17.8% | +22.9% | -40.7% | -38.4% |
| 3Y | -3.5% | +67.8% | -71.4% | -49.6% |
| All | +7.2% | +72.3% | -65.1% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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