+2,024.9%
VRT vs GEHC
+10.0%
+2,014.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.7% |
| 7D | +9.1% | -4.0% | +13.1% | +10.4% |
| 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% | +16.3% |
| YTD | +73.2% | -15.9% | +89.2% | +82.0% |
| 1Y | +123.4% | -6.9% | +130.3% | +122.3% |
| 3Y | +606.2% | 0.0% | +606.2% | +567.2% |
| All | +2,024.9% | +10.0% | +2,014.9% | +1,863.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling