+164.9%
GRDN vs VT
+30.9%
+134.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.1% |
| 7D | +4.2% | -2.3% | +6.5% | +6.1% |
| 30D | +4.2% | -5.0% | +9.2% | +8.2% |
| 3M | +7.4% | -4.9% | +12.3% | +11.3% |
| 6M | +15.9% | -1.5% | +17.4% | +16.7% |
| YTD | +40.9% | +8.5% | +32.4% | +30.5% |
| 1Y | +48.8% | +11.4% | +37.4% | +34.9% |
| All | +164.9% | +30.9% | +134.1% | +113.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling