+371.1%
GH vs VOO
+193.4%
+177.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.5% |
| 7D | +0.6% | +2.6% | -2.0% | -2.8% |
| 30D | -6.9% | -2.0% | -4.9% | -4.1% |
| 3M | -4.9% | -2.8% | -2.1% | -1.3% |
| 6M | +54.1% | +2.2% | +51.9% | +49.8% |
| YTD | +48.5% | +11.5% | +37.0% | +28.8% |
| 1Y | +61.2% | +13.5% | +47.7% | +36.4% |
| 3Y | +570.3% | +78.1% | +492.3% | +211.8% |
| 5Y | +46.1% | +73.1% | -27.0% | -26.0% |
| All | +371.1% | +193.4% | +177.7% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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