+144.5%
VTV vs GH
+467.1%
-322.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +0.8% |
| 7D | -1.1% | -2.5% | +1.4% | -0.9% |
| 30D | -1.0% | -4.7% | +3.7% | -0.7% |
| 3M | +4.6% | +20.2% | -15.6% | +2.8% |
| 6M | +13.5% | +78.8% | -65.3% | +7.7% |
| YTD | +18.5% | +54.1% | -35.6% | +13.6% |
| 1Y | +22.9% | +177.1% | -154.2% | +11.7% |
| 3Y | +67.8% | +371.6% | -303.8% | +41.6% |
| 5Y | +81.8% | +21.9% | +59.9% | +65.4% |
| All | +144.5% | +467.1% | -322.7% | +90.1% |
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