+89.6%
VRT vs GH
+176.0%
-86.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.7% |
| 7D | -8.4% | -2.5% | -5.9% | -8.2% |
| 30D | -10.9% | -4.7% | -6.2% | -10.5% |
| 3M | -13.7% | +20.2% | -33.9% | -15.1% |
| 6M | -4.1% | +78.8% | -82.9% | -10.1% |
| YTD | +58.7% | +54.1% | +4.7% | +51.3% |
| 1Y | +89.6% | +177.1% | -87.5% | +74.9% |
| All | +89.6% | +176.0% | -86.3% | +74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling