+87.7%
VXUS vs GEHC
+4.1%
+83.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.3% |
| 7D | +0.3% | -7.6% | +7.9% | +1.8% |
| 30D | +0.7% | -10.7% | +11.3% | +2.9% |
| 3M | +4.8% | -1.2% | +6.0% | +4.5% |
| 6M | +11.3% | -13.7% | +25.1% | +14.1% |
| YTD | +16.5% | -20.4% | +36.9% | +21.3% |
| 1Y | +24.3% | -17.0% | +41.3% | +27.9% |
| 3Y | +74.5% | +0.9% | +73.6% | +71.0% |
| All | +87.7% | +4.1% | +83.7% | +83.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling