+437.9%
GH vs VLTO
+56.4%
+381.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.3% |
| 7D | +0.6% | +1.0% | -0.4% | +0.2% |
| 30D | -6.9% | +17.5% | -24.4% | -13.2% |
| 3M | -4.9% | +21.4% | -26.3% | -12.8% |
| 6M | +54.1% | +38.1% | +15.9% | +31.2% |
| YTD | +48.5% | +19.0% | +29.5% | +36.9% |
| 1Y | +61.2% | +20.7% | +40.5% | +47.2% |
| 3Y | +570.3% | +64.3% | +506.1% | +430.7% |
| All | +437.9% | +56.4% | +381.6% | +331.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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