-11.3%
GHI vs VT
+224.7%
-236.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | +1.9% | +1.0% | +0.9% | +1.4% |
| 30D | +10.1% | -0.2% | +10.3% | +10.2% |
| 3M | +25.3% | +4.5% | +20.8% | +22.1% |
| 6M | -12.9% | +14.1% | -26.9% | -19.2% |
| YTD | -3.2% | +14.8% | -18.0% | -10.6% |
| 1Y | -33.8% | +21.2% | -54.9% | -40.7% |
| 3Y | -45.5% | +76.6% | -122.0% | -61.2% |
| 5Y | -44.5% | +66.6% | -111.1% | -59.4% |
| All | -11.3% | +224.7% | -236.0% | -58.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling