+181.1%
GH vs VSH
+109.0%
+72.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -1.2% | +3.1% | -4.3% | -1.7% |
| 30D | -3.7% | -5.7% | +2.0% | -2.9% |
| 3M | +21.7% | -42.5% | +64.1% | +29.7% |
| 6M | +75.7% | +82.7% | -6.9% | +50.3% |
| YTD | +55.7% | +118.2% | -62.5% | +30.5% |
| 1Y | +181.1% | +109.7% | +71.5% | +133.3% |
| All | +181.1% | +109.0% | +72.1% | +133.3% |
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