+953.6%
VRT vs GH
+24.4%
+929.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.1% | -10.7% | -9.9% |
| 7D | +2.4% | -0.2% | +2.6% | +2.4% |
| 30D | -2.7% | -2.6% | 0.0% | -2.2% |
| 3M | -9.2% | +25.1% | -34.3% | -15.1% |
| 6M | -0.5% | +78.5% | -79.0% | -16.2% |
| YTD | +62.3% | +59.4% | +3.0% | +40.3% |
| 1Y | +109.6% | +173.9% | -64.3% | +53.8% |
| 3Y | +573.1% | +382.7% | +190.3% | +295.7% |
| 5Y | +953.6% | +24.4% | +929.2% | +642.0% |
| All | +953.6% | +24.4% | +929.2% | +642.0% |
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