+89.2%
VXUS vs GEHC
+6.6%
+82.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.7% | +0.2% |
| 7D | +1.6% | -5.2% | +6.8% | +2.6% |
| 30D | +1.0% | -7.0% | +8.0% | +2.4% |
| 3M | +5.7% | +3.3% | +2.3% | +4.4% |
| 6M | +13.6% | -10.0% | +23.6% | +15.4% |
| YTD | +17.4% | -18.5% | +35.9% | +21.7% |
| 1Y | +25.1% | -14.4% | +39.5% | +28.0% |
| 3Y | +75.8% | +3.4% | +72.4% | +71.5% |
| All | +89.2% | +6.6% | +82.6% | +84.2% |
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