+57.9%
VT vs GH
+47.1%
+10.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +2.9% | +0.9% | +2.0% | +2.8% |
| 30D | -2.5% | -4.5% | +2.0% | -2.1% |
| 3M | -3.3% | -6.2% | +2.9% | -3.0% |
| 6M | +1.5% | +55.0% | -53.4% | -3.9% |
| YTD | +11.4% | +51.6% | -40.3% | +5.1% |
| 1Y | +11.9% | +58.3% | -46.4% | +5.1% |
| 3Y | +73.9% | +617.6% | -543.7% | +31.0% |
| 5Y | +57.9% | +49.2% | +8.7% | +33.2% |
| All | +57.9% | +47.1% | +10.8% | +33.2% |
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