+63.1%
GHI vs VT
+368.9%
-305.9%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.8% | -1.1% | -1.7% | -2.4% |
| 30D | +4.7% | -1.0% | +5.7% | +5.0% |
| 3M | +24.4% | +3.2% | +21.2% | +22.9% |
| 6M | -10.2% | +12.5% | -22.6% | -14.0% |
| YTD | -4.2% | +14.1% | -18.2% | -8.7% |
| 1Y | -33.8% | +18.9% | -52.7% | -37.9% |
| 3Y | -46.0% | +74.1% | -120.0% | -56.0% |
| 5Y | -46.1% | +66.9% | -112.9% | -55.8% |
| 10Y | -12.1% | +228.3% | -240.4% | -42.0% |
| All | +63.1% | +368.9% | -305.9% | +10.8% |
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