+2,789.6%
VRT vs GH
+481.7%
+2,307.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.1% | +4.3% |
| 7D | +9.1% | -0.1% | +9.2% | +9.1% |
| 30D | +0.9% | -1.1% | +2.0% | +1.0% |
| 3M | -13.4% | +21.3% | -34.7% | -17.2% |
| 6M | +11.7% | +73.5% | -61.8% | -1.5% |
| YTD | +73.2% | +58.0% | +15.2% | +55.2% |
| 1Y | +123.4% | +163.1% | -39.6% | +78.2% |
| 3Y | +606.2% | +361.0% | +245.1% | +379.0% |
| 5Y | +899.9% | +22.5% | +877.4% | +667.6% |
| All | +2,789.6% | +481.7% | +2,307.9% | +1,977.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling