+114.8%
GHC vs VOO
+72.8%
+42.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.8% |
| 7D | +2.1% | -0.6% | +2.7% | +2.5% |
| 30D | +4.3% | -3.6% | +8.0% | +7.1% |
| 3M | +3.9% | -2.7% | +6.7% | +5.9% |
| 6M | +7.9% | +2.2% | +5.7% | +5.4% |
| YTD | +12.0% | +10.9% | +1.1% | +2.4% |
| 1Y | +11.9% | +11.3% | +0.6% | +2.0% |
| 3Y | +104.0% | +76.9% | +27.1% | +32.1% |
| 5Y | +114.8% | +73.5% | +41.3% | +38.4% |
| All | +114.8% | +72.8% | +42.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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