+59.9%
VEA vs GH
+20.8%
+39.1%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | -1.5% | -2.5% | +1.0% | -1.2% |
| 30D | -0.8% | -4.7% | +3.8% | -0.4% |
| 3M | +2.5% | +20.2% | -17.8% | +0.4% |
| 6M | +11.1% | +78.8% | -67.6% | +4.6% |
| YTD | +17.2% | +54.1% | -36.9% | +11.5% |
| 1Y | +24.5% | +177.1% | -152.6% | +11.5% |
| 3Y | +75.4% | +371.6% | -296.2% | +44.1% |
| All | +59.9% | +20.8% | +39.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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