+380.7%
GH vs VO
+129.5%
+251.2%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -2.1% |
| 7D | -8.2% | +0.2% | -8.4% | -8.2% |
| 30D | -4.9% | +2.0% | -6.9% | -7.3% |
| 3M | -6.2% | -0.3% | -6.0% | -6.0% |
| 6M | +60.0% | +7.3% | +52.8% | +45.1% |
| YTD | +51.5% | +15.0% | +36.6% | +25.3% |
| 1Y | +58.4% | +14.7% | +43.7% | +31.2% |
| 3Y | +617.2% | +67.3% | +549.9% | +259.2% |
| 5Y | +47.0% | +38.8% | +8.2% | 0.0% |
| All | +380.7% | +129.5% | +251.2% | +99.0% |
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 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