+11.0%
IVV vs GEHC
+9.4%
+1.6%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +2.0% | +0.5% |
| 7D | -2.7% | +7.6% | -10.3% | -3.3% |
| 30D | -5.4% | +27.5% | -32.8% | -7.4% |
| 3M | -4.1% | +17.2% | -21.3% | -5.4% |
| 6M | +0.7% | +33.6% | -32.9% | -2.3% |
| YTD | +8.7% | +0.6% | +8.1% | +9.5% |
| 1Y | +11.0% | +11.3% | -0.3% | +10.4% |
| All | +11.0% | +9.4% | +1.6% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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