+122.1%
VGT vs GH
+367.9%
-245.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.8% |
| 7D | -1.0% | -1.2% | +0.2% | -0.9% |
| 30D | -0.4% | -3.7% | +3.2% | -0.1% |
| 3M | +6.6% | +21.7% | -15.1% | +3.8% |
| 6M | +31.0% | +75.7% | -44.7% | +21.6% |
| YTD | +27.2% | +55.7% | -28.4% | +19.5% |
| 1Y | +34.5% | +181.1% | -146.7% | +17.0% |
| All | +122.1% | +367.9% | -245.8% | +78.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling