+67.3%
GRC vs VT
+15.2%
+52.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -3.7% |
| 7D | -1.3% | -0.3% | -1.0% | -0.9% |
| 30D | -4.8% | -1.4% | -3.3% | -2.9% |
| 3M | -13.4% | -1.4% | -12.0% | -11.8% |
| 6M | -2.0% | +5.5% | -7.4% | -8.8% |
| YTD | +55.8% | +12.8% | +43.0% | +31.4% |
| 1Y | +67.3% | +15.4% | +51.9% | +38.8% |
| All | +67.3% | +15.2% | +52.1% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling