+23.2%
GH vs VEU
+53.0%
-29.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -0.3% |
| 7D | -1.2% | -1.9% | +0.7% | +1.8% |
| 30D | -3.7% | -0.7% | -2.9% | -2.7% |
| 3M | +21.7% | +4.9% | +16.8% | +11.7% |
| 6M | +75.7% | +9.8% | +65.9% | +48.6% |
| YTD | +55.7% | +15.3% | +40.4% | +20.1% |
| 1Y | +181.1% | +23.0% | +158.1% | +92.1% |
| 3Y | +371.6% | +73.5% | +298.1% | +69.3% |
| 5Y | +23.2% | +54.5% | -31.3% | -47.9% |
| All | +23.2% | +53.0% | -29.9% | -47.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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