+401.3%
GH vs VOO
+198.9%
+202.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | -1.1% | +0.1% | -1.1% | -1.3% |
| 3M | +21.3% | +2.0% | +19.3% | +17.8% |
| 6M | +73.5% | +13.0% | +60.5% | +47.3% |
| YTD | +58.0% | +13.6% | +44.4% | +33.6% |
| 1Y | +163.1% | +20.1% | +143.0% | +104.9% |
| 3Y | +361.0% | +77.6% | +283.5% | +115.1% |
| 5Y | +22.5% | +82.4% | -59.9% | -41.8% |
| All | +401.3% | +198.9% | +202.4% | +41.4% |
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