+104.9%
VOO vs GEHC
+2.6%
+102.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.3% |
| 7D | -2.0% | -7.9% | +5.9% | -0.3% |
| 30D | -1.7% | -11.7% | +10.0% | +0.9% |
| 3M | +4.7% | +0.8% | +3.9% | +4.0% |
| 6M | +12.6% | -11.6% | +24.1% | +14.9% |
| YTD | +11.8% | -21.6% | +33.3% | +17.2% |
| 1Y | +17.5% | -15.3% | +32.8% | +20.5% |
| 3Y | +77.0% | -0.5% | +77.5% | +72.0% |
| All | +104.9% | +2.6% | +102.3% | +96.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling