+144.4%
VTV vs GH
+486.6%
-342.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -0.5% | -2.6% | +2.2% | -0.3% |
| 3M | +5.3% | +25.1% | -19.8% | +3.2% |
| 6M | +12.9% | +78.5% | -65.6% | +7.1% |
| YTD | +18.5% | +59.4% | -40.9% | +13.2% |
| 1Y | +25.3% | +173.9% | -148.6% | +14.0% |
| 3Y | +68.2% | +382.7% | -314.5% | +41.7% |
| 5Y | +80.6% | +24.4% | +56.2% | +64.1% |
| All | +144.4% | +486.6% | -342.2% | +89.6% |
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