+41.3%
GHRS vs VOO
+92.6%
-51.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.2% |
| 7D | -3.6% | -0.8% | -2.9% | -2.9% |
| 30D | -10.1% | -1.1% | -9.0% | -9.1% |
| 3M | +31.7% | +3.9% | +27.8% | +25.9% |
| 6M | +79.8% | +13.6% | +66.1% | +57.4% |
| YTD | +114.2% | +12.7% | +101.5% | +89.8% |
| 1Y | +117.9% | +17.6% | +100.4% | +86.5% |
| 3Y | +172.0% | +77.3% | +94.7% | +51.5% |
| 5Y | +17.2% | +84.1% | -66.9% | -33.5% |
| All | +41.3% | +92.6% | -51.3% | -19.1% |
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