+39.3%
GEHC price history and return analytics
+88.9%
-49.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.8% |
| 7D | +0.8% | +2.4% | -1.6% | -1.9% |
| 30D | +21.3% | -1.5% | +22.8% | +23.2% |
| 3M | +12.6% | -4.1% | +16.7% | +17.8% |
| 6M | +34.3% | +0.6% | +33.7% | +31.7% |
| YTD | +1.4% | +11.0% | -9.6% | -12.3% |
| 1Y | +12.5% | +13.3% | -0.9% | -5.3% |
| 3Y | +19.2% | +73.4% | -54.2% | -38.1% |
| All | +39.3% | +88.9% | -49.6% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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