+17.6%
GHC vs VT
+10.5%
+7.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | +3.7% | -2.3% | +6.0% | +4.4% |
| 30D | +3.8% | -5.0% | +8.7% | +5.1% |
| 3M | +1.6% | -4.9% | +6.4% | +2.8% |
| 6M | +8.3% | -1.5% | +9.8% | +8.2% |
| YTD | +11.0% | +8.5% | +2.6% | +4.1% |
| 1Y | +17.6% | +11.4% | +6.2% | +7.1% |
| All | +17.6% | +10.5% | +7.1% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling