+17.4%
GHRS vs VT
+66.2%
-48.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +1.6% | +1.0% | +0.6% | +0.5% |
| 30D | -8.2% | -0.2% | -8.0% | -8.0% |
| 3M | +38.1% | +4.5% | +33.6% | +30.7% |
| 6M | +74.5% | +14.1% | +60.4% | +50.5% |
| YTD | +118.8% | +14.8% | +104.1% | +88.5% |
| 1Y | +105.7% | +21.2% | +84.5% | +68.3% |
| 3Y | +177.9% | +76.6% | +101.3% | +47.6% |
| 5Y | +17.4% | +66.6% | -49.2% | -31.9% |
| All | +17.4% | +66.2% | -48.8% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling