+64.6%
GHI price history and return analytics
+371.8%
-307.2%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.7% |
| 7D | +1.9% | +1.0% | +0.9% | +1.6% |
| 30D | +10.1% | -0.2% | +10.3% | +10.2% |
| 3M | +25.3% | +4.5% | +20.8% | +23.2% |
| 6M | -12.9% | +14.1% | -26.9% | -17.0% |
| YTD | -3.2% | +14.8% | -18.0% | -8.0% |
| 1Y | -33.8% | +21.2% | -54.9% | -38.3% |
| 3Y | -45.5% | +76.6% | -122.0% | -55.9% |
| 5Y | -44.5% | +66.6% | -111.1% | -54.5% |
| 10Y | -13.5% | +222.3% | -235.8% | -42.7% |
| All | +64.6% | +371.8% | -307.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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