+18.1%
GHI vs VT
+346.0%
-327.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -12.8% | -2.3% | -10.5% | -12.0% |
| 30D | -18.1% | -5.0% | -13.2% | -16.6% |
| 3M | -21.5% | -4.9% | -16.6% | -20.0% |
| 6M | -13.0% | -1.5% | -11.4% | -12.5% |
| YTD | -30.6% | +8.5% | -39.1% | -32.6% |
| 1Y | -32.4% | +11.4% | -43.8% | -35.1% |
| 3Y | -62.8% | +70.1% | -132.9% | -69.5% |
| 5Y | -61.8% | +53.7% | -115.5% | -67.7% |
| 10Y | -35.4% | +220.0% | -255.3% | -56.8% |
| All | +18.1% | +346.0% | -327.9% | -18.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling