+45.8%
GHYB vs VT
+165.1%
-119.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.3% |
| 7D | +0.2% | -0.1% | +0.4% | +0.2% |
| 30D | -0.1% | -3.1% | +3.0% | +0.9% |
| 3M | -1.8% | -3.5% | +1.7% | -0.7% |
| 6M | -1.1% | +0.5% | -1.6% | -1.5% |
| YTD | +0.1% | +10.8% | -10.7% | -3.9% |
| 1Y | +1.0% | +11.9% | -10.9% | -3.4% |
| 3Y | +24.4% | +73.0% | -48.6% | +0.6% |
| 5Y | +18.2% | +58.6% | -40.4% | -2.3% |
| All | +45.8% | +165.1% | -119.3% | -1.8% |
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