+355.8%
GSHD vs VT
+158.2%
+197.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -8.5% | +0.4% | -8.9% | -9.0% |
| 30D | -2.6% | +1.0% | -3.6% | -3.8% |
| 3M | +82.0% | +2.4% | +79.7% | +74.0% |
| 6M | +28.5% | +12.0% | +16.5% | +8.6% |
| YTD | -11.5% | +15.3% | -26.8% | -28.3% |
| 1Y | -22.5% | +22.6% | -45.1% | -42.3% |
| 3Y | -1.6% | +74.7% | -76.2% | -54.3% |
| 5Y | -53.9% | +66.1% | -120.1% | -76.2% |
| All | +355.8% | +158.2% | +197.6% | +37.1% |
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