+2,102.9%
VRT vs GEHC
+6.6%
+2,096.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -3.0% | +6.7% | +4.5% |
| 7D | +13.6% | -5.2% | +18.8% | +15.3% |
| 30D | +6.8% | -7.0% | +13.7% | +8.8% |
| 3M | -3.2% | +3.3% | -6.5% | -6.3% |
| 6M | +20.3% | -10.0% | +30.3% | +22.9% |
| YTD | +79.6% | -18.5% | +98.1% | +90.3% |
| 1Y | +139.0% | -14.4% | +153.4% | +146.4% |
| 3Y | +644.6% | +3.4% | +641.2% | +594.2% |
| All | +2,102.9% | +6.6% | +2,096.3% | +1,953.0% |
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