+522.0%
GHC vs VOO
+817.1%
-295.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.5% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | -6.3% | +0.1% | -6.4% | -6.4% |
| 3M | +1.9% | +2.0% | -0.1% | 0.0% |
| 6M | +5.8% | +13.0% | -7.3% | -4.5% |
| YTD | +3.9% | +13.6% | -9.7% | -6.6% |
| 1Y | +1.4% | +20.1% | -18.7% | -12.8% |
| 3Y | +97.2% | +77.6% | +19.6% | +25.0% |
| 5Y | +97.9% | +82.4% | +15.5% | +21.5% |
| 10Y | +152.4% | +316.8% | -164.5% | -20.7% |
| All | +522.0% | +817.1% | -295.1% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling