-14.7%
GHI vs VOO
+325.3%
-340.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.7% |
| 7D | -2.8% | -0.8% | -2.0% | -2.4% |
| 30D | +4.7% | -1.1% | +5.7% | +5.2% |
| 3M | +24.4% | +3.9% | +20.5% | +22.0% |
| 6M | -10.2% | +13.6% | -23.8% | -15.8% |
| YTD | -4.2% | +12.7% | -16.9% | -9.8% |
| 1Y | -33.8% | +17.6% | -51.4% | -39.0% |
| 3Y | -46.0% | +77.3% | -123.3% | -60.3% |
| 5Y | -46.1% | +84.1% | -130.2% | -61.6% |
| All | -14.7% | +325.3% | -340.0% | -60.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling