+24.4%
GH vs VTRS
+47.1%
-22.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.4% |
| 7D | -2.5% | -2.2% | -0.3% | -1.5% |
| 30D | -4.7% | +3.3% | -8.0% | -6.1% |
| 3M | +20.2% | +2.0% | +18.2% | +18.7% |
| 6M | +78.8% | +19.9% | +58.8% | +63.5% |
| YTD | +54.1% | +35.7% | +18.3% | +31.8% |
| 1Y | +177.1% | +68.1% | +109.0% | +112.2% |
| 3Y | +371.6% | +87.1% | +284.5% | +230.8% |
| All | +24.4% | +47.1% | -22.7% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 5y: compounded portfolio wealth divided by compounded VTRS 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…
5y analysis · Full analysis span regression · 6 months rolling