-66.6%
GSHD vs VT
+58.5%
-125.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.3% |
| 7D | -19.7% | +2.9% | -22.6% | -22.6% |
| 30D | +2.7% | -2.5% | +5.3% | +5.5% |
| 3M | -30.3% | -3.3% | -27.0% | -27.9% |
| 6M | +15.2% | +1.5% | +13.6% | +8.9% |
| YTD | -38.0% | +11.4% | -49.4% | -50.0% |
| 1Y | -34.7% | +11.9% | -46.6% | -47.8% |
| 3Y | -33.0% | +73.9% | -106.9% | -76.4% |
| 5Y | -66.6% | +57.9% | -124.5% | -84.4% |
| All | -66.6% | +58.5% | -125.1% | -84.4% |
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