+401.3%
GH vs VO
+127.9%
+273.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.5% |
| 7D | -0.1% | -0.3% | +0.2% | +0.2% |
| 30D | -1.1% | -0.3% | -0.7% | -0.7% |
| 3M | +21.3% | +2.9% | +18.4% | +16.2% |
| 6M | +73.5% | +9.3% | +64.2% | +53.6% |
| YTD | +58.0% | +14.2% | +43.8% | +31.9% |
| 1Y | +163.1% | +15.3% | +147.8% | +115.2% |
| 3Y | +361.0% | +56.2% | +304.8% | +154.2% |
| 5Y | +22.5% | +42.4% | -19.9% | -18.8% |
| All | +401.3% | +127.9% | +273.4% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling