+58.2%
VZ vs GEHC
+19.4%
+38.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.7% |
| 7D | +0.9% | -3.7% | +4.7% | +1.2% |
| 30D | +8.9% | +22.0% | -13.1% | +7.5% |
| 3M | +0.1% | +13.6% | -13.5% | -0.7% |
| 6M | +1.9% | +34.0% | -32.1% | -0.3% |
| YTD | +22.0% | +0.9% | +21.1% | +21.7% |
| 1Y | +22.1% | +12.7% | +9.4% | +20.7% |
| All | +58.2% | +19.4% | +38.8% | +58.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling