+450.4%
GHM vs VOO
+77.4%
+373.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +1.4% |
| 7D | +0.1% | -0.8% | +0.9% | +1.5% |
| 30D | -22.3% | -1.1% | -21.2% | -20.8% |
| 3M | -14.7% | +3.9% | -18.5% | -19.6% |
| 6M | +3.0% | +13.6% | -10.6% | -16.1% |
| YTD | +36.9% | +12.7% | +24.1% | +13.5% |
| 1Y | +77.3% | +17.6% | +59.7% | +38.2% |
| 3Y | +450.4% | +77.3% | +373.1% | +183.4% |
| All | +450.4% | +77.4% | +373.0% | +183.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling