+61.2%
GH vs VSH
+92.4%
-31.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -1.2% |
| 7D | +0.6% | +14.3% | -13.8% | -2.2% |
| 30D | -6.9% | -7.9% | +0.9% | -6.1% |
| 3M | -4.9% | -19.9% | +14.9% | -2.6% |
| 6M | +54.1% | -30.5% | +84.6% | +52.2% |
| YTD | +48.5% | +85.7% | -37.1% | +12.6% |
| 1Y | +61.2% | +98.9% | -37.8% | +21.2% |
| All | +61.2% | +92.4% | -31.3% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling