+401.3%
GH vs VT
+151.7%
+249.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.8% |
| 30D | -1.1% | +1.0% | -2.1% | -2.5% |
| 3M | +21.3% | +2.4% | +18.9% | +16.8% |
| 6M | +73.5% | +12.0% | +61.5% | +46.7% |
| YTD | +58.0% | +15.3% | +42.7% | +28.1% |
| 1Y | +163.1% | +22.6% | +140.5% | +93.5% |
| 3Y | +361.0% | +74.7% | +286.4% | +106.0% |
| 5Y | +22.5% | +66.1% | -43.6% | -38.4% |
| All | +401.3% | +151.7% | +249.6% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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