+399.9%
GH vs VEU
+111.5%
+288.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.3% |
| 7D | -2.1% | +1.7% | -3.8% | -4.2% |
| 30D | -4.5% | +1.0% | -5.4% | -5.7% |
| 3M | +28.9% | +5.6% | +23.3% | +19.2% |
| 6M | +76.5% | +13.7% | +62.8% | +47.6% |
| YTD | +57.6% | +17.7% | +39.9% | +25.1% |
| 1Y | +167.5% | +25.8% | +141.8% | +93.1% |
| 3Y | +377.4% | +77.1% | +300.3% | +118.7% |
| 5Y | +23.8% | +57.1% | -33.3% | -32.4% |
| All | +399.9% | +111.5% | +288.4% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling