+29.3%
V vs GEHC
+15.6%
+13.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.4% | -2.5% | +3.2% |
| 7D | +9.0% | +13.2% | -4.2% | +7.6% |
| 30D | +18.1% | +30.6% | -12.5% | +15.2% |
| 3M | +18.3% | +22.2% | -3.9% | +16.0% |
| 6M | +34.1% | +40.8% | -6.7% | +30.4% |
| YTD | +25.2% | +4.8% | +20.4% | +27.7% |
| 1Y | +29.3% | +15.7% | +13.6% | +28.3% |
| All | +29.3% | +15.6% | +13.8% | +28.3% |
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