+46.6%
GHRS vs VT
+72.2%
-25.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.0% | +0.4% | +0.6% | +0.5% |
| 30D | -3.1% | +1.0% | -4.1% | -4.1% |
| 3M | +21.4% | +2.4% | +19.0% | +17.9% |
| 6M | +76.5% | +12.0% | +64.5% | +55.8% |
| YTD | +122.3% | +15.3% | +106.9% | +91.0% |
| 1Y | +100.9% | +22.6% | +78.3% | +63.1% |
| 3Y | +170.9% | +74.7% | +96.3% | +48.1% |
| 5Y | +28.3% | +66.1% | -37.9% | -26.9% |
| All | +46.6% | +72.2% | -25.5% | -16.2% |
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