+382.4%
GH vs VSH
+34.2%
+348.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | 0.0% |
| 7D | -2.1% | +6.2% | -8.3% | -3.9% |
| 30D | -4.5% | -11.1% | +6.7% | -1.3% |
| 3M | +28.9% | -44.9% | +73.8% | +50.2% |
| 6M | +76.5% | +90.0% | -13.4% | +26.5% |
| YTD | +57.6% | +118.8% | -61.2% | +5.9% |
| 1Y | +167.5% | +109.0% | +58.6% | +80.1% |
| All | +382.4% | +34.2% | +348.2% | +321.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling