+24.4%
GH vs VIG
+63.0%
-38.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -2.3% |
| 7D | -2.5% | -1.1% | -1.4% | -0.7% |
| 30D | -4.7% | -2.7% | -1.9% | -0.2% |
| 3M | +20.2% | +2.5% | +17.7% | +14.6% |
| 6M | +78.8% | +9.2% | +69.5% | +53.2% |
| YTD | +54.1% | +9.8% | +44.3% | +31.0% |
| 1Y | +177.1% | +12.4% | +164.7% | +125.0% |
| 3Y | +371.6% | +55.9% | +315.7% | +109.6% |
| All | +24.4% | +63.0% | -38.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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