+130.9%
VTR vs GH
+467.1%
-336.3%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.4% |
| 7D | -0.3% | -2.5% | +2.2% | -0.1% |
| 30D | +1.1% | -4.7% | +5.8% | +1.5% |
| 3M | +7.9% | +20.2% | -12.3% | +5.6% |
| 6M | +6.2% | +78.8% | -72.6% | -0.5% |
| YTD | +17.7% | +54.1% | -36.4% | +11.7% |
| 1Y | +32.9% | +177.1% | -144.2% | +18.3% |
| 3Y | +129.7% | +371.6% | -241.9% | +85.9% |
| 5Y | +89.3% | +21.9% | +67.4% | +68.1% |
| All | +130.9% | +467.1% | -336.3% | +84.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling