+71.5%
VRTX vs GEHC
+6.6%
+64.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.0% | -0.1% | -2.6% |
| 7D | -3.4% | -5.2% | +1.8% | -2.5% |
| 30D | +6.6% | -7.0% | +13.6% | +8.0% |
| 3M | +19.4% | +3.3% | +16.1% | +18.4% |
| 6M | +15.8% | -10.0% | +25.8% | +17.4% |
| YTD | +16.7% | -18.5% | +35.1% | +20.4% |
| 1Y | +33.8% | -14.4% | +48.2% | +36.8% |
| 3Y | +54.2% | +3.4% | +50.8% | +50.8% |
| All | +71.5% | +6.6% | +64.9% | +65.1% |
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