+41.7%
GHRS vs VOO
+91.0%
-49.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -2.3% | -2.0% | -0.3% | -0.3% |
| 30D | -6.2% | -1.7% | -4.5% | -4.6% |
| 3M | +34.0% | +4.7% | +29.2% | +27.0% |
| 6M | +73.1% | +12.6% | +60.5% | +53.0% |
| YTD | +114.8% | +11.8% | +103.0% | +92.0% |
| 1Y | +111.6% | +17.5% | +94.1% | +81.2% |
| 3Y | +172.8% | +77.0% | +95.8% | +52.1% |
| 5Y | +17.6% | +82.6% | -65.0% | -32.7% |
| All | +41.7% | +91.0% | -49.3% | -18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling