+60.9%
VZ vs GEHC
+30.8%
+30.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +0.9% | -2.3% | +3.2% | +1.1% |
| 30D | +6.9% | +19.0% | -12.1% | +5.6% |
| 3M | +0.6% | +13.3% | -12.7% | -0.3% |
| 6M | +0.3% | +31.5% | -31.2% | -1.8% |
| YTD | +21.9% | 0.0% | +21.9% | +21.6% |
| 1Y | +21.7% | +9.4% | +12.3% | +20.4% |
| 3Y | +58.5% | +18.3% | +40.2% | +54.5% |
| All | +60.9% | +30.8% | +30.1% | +54.0% |
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