+130.6%
VTR vs GH
+480.1%
-349.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.4% |
| 7D | -2.4% | -2.1% | -0.3% | -2.2% |
| 30D | -3.7% | -4.5% | +0.7% | -3.4% |
| 3M | +13.5% | +28.9% | -15.4% | +10.4% |
| 6M | +7.2% | +76.5% | -69.3% | +0.6% |
| YTD | +17.6% | +57.6% | -40.0% | +11.3% |
| 1Y | +35.4% | +167.5% | -132.2% | +21.0% |
| 3Y | +132.8% | +377.4% | -244.6% | +88.2% |
| 5Y | +88.7% | +23.8% | +64.8% | +67.3% |
| All | +130.6% | +480.1% | -349.5% | +83.6% |
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