+77.9%
VUG vs GH
+584.3%
-506.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.7% |
| 7D | +2.5% | +0.6% | +2.0% | +2.5% |
| 30D | -6.3% | -6.9% | +0.7% | -5.6% |
| 3M | -6.0% | -4.9% | -1.1% | -5.8% |
| 6M | -3.5% | +54.1% | -57.6% | -8.0% |
| YTD | +3.9% | +48.5% | -44.6% | -1.0% |
| 1Y | +5.1% | +61.2% | -56.1% | -0.7% |
| 3Y | +77.9% | +570.3% | -492.5% | +44.7% |
| All | +77.9% | +584.3% | -506.4% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling