+105.3%
VOO vs GEHC
+30.8%
+74.5%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.1% |
| 7D | +3.3% | -2.3% | +5.5% | +3.8% |
| 30D | -2.7% | +19.0% | -21.7% | -6.3% |
| 3M | -1.7% | +13.3% | -15.0% | -4.4% |
| 6M | +3.1% | +31.5% | -28.4% | -3.5% |
| YTD | +11.9% | 0.0% | +12.0% | +11.4% |
| 1Y | +12.1% | +9.4% | +2.7% | +8.8% |
| 3Y | +78.6% | +18.3% | +60.2% | +66.9% |
| All | +105.3% | +30.8% | +74.5% | +87.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling