+611.0%
VRT vs GEHC
+1.7%
+609.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.7% |
| 7D | +9.1% | -4.0% | +13.1% | +10.3% |
| 30D | +0.9% | -2.0% | +2.9% | +1.3% |
| 3M | -13.4% | +8.0% | -21.4% | -17.3% |
| 6M | +11.7% | -12.8% | +24.5% | +17.0% |
| YTD | +73.2% | -15.9% | +89.2% | +83.2% |
| 1Y | +123.4% | -6.9% | +130.3% | +122.5% |
| All | +611.0% | +1.7% | +609.3% | +536.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling