+23.0%
GH vs VO
+43.4%
-20.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.8% |
| 7D | -2.1% | +0.6% | -2.7% | -3.3% |
| 30D | -4.5% | -1.1% | -3.4% | -2.8% |
| 3M | +28.9% | +4.5% | +24.4% | +18.2% |
| 6M | +76.5% | +11.1% | +65.4% | +46.0% |
| YTD | +57.6% | +13.5% | +44.1% | +25.4% |
| 1Y | +167.5% | +14.5% | +153.1% | +107.2% |
| 3Y | +377.4% | +58.1% | +319.3% | +101.0% |
| All | +23.0% | +43.4% | -20.4% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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