+435.0%
GH vs VLTO
+54.8%
+380.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.1% | -1.9% |
| 7D | -15.6% | +5.4% | -21.0% | -17.4% |
| 30D | -10.4% | +22.3% | -32.7% | -18.0% |
| 3M | -4.3% | +19.6% | -23.9% | -11.7% |
| 6M | +63.5% | +35.2% | +28.4% | +40.6% |
| YTD | +47.7% | +17.9% | +29.9% | +36.7% |
| 1Y | +56.7% | +19.5% | +37.2% | +43.7% |
| 3Y | +443.9% | +73.9% | +370.0% | +323.5% |
| All | +435.0% | +54.8% | +380.2% | +331.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling