+12.0%
GEHC vs VTV
+72.8%
-60.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -1.9% |
| 7D | -5.2% | +0.3% | -5.5% | -5.6% |
| 30D | -7.0% | +0.1% | -7.1% | -7.1% |
| 3M | +3.3% | +6.2% | -2.9% | -5.3% |
| 6M | -10.0% | +13.5% | -23.5% | -24.8% |
| YTD | -18.5% | +18.9% | -37.3% | -36.1% |
| 1Y | -14.4% | +25.8% | -40.2% | -37.9% |
| 3Y | +3.4% | +68.7% | -65.3% | -46.3% |
| All | +12.0% | +72.8% | -60.8% | -43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling