+393.9%
GH vs VTRS
-43.7%
+437.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.1% |
| 7D | -1.2% | -3.3% | +2.1% | -0.2% |
| 30D | -3.7% | +1.4% | -5.0% | -4.1% |
| 3M | +21.7% | +4.6% | +17.0% | +19.6% |
| 6M | +75.7% | +18.1% | +57.7% | +66.2% |
| YTD | +55.7% | +34.7% | +21.0% | +40.4% |
| 1Y | +181.1% | +65.6% | +115.5% | +136.0% |
| 3Y | +371.6% | +83.8% | +287.8% | +278.9% |
| 5Y | +23.2% | +46.5% | -23.3% | +2.0% |
| All | +393.9% | -43.7% | +437.6% | +359.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling