+154.8%
GRDN vs VT
+39.1%
+115.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +10.0% | +0.4% | +9.6% | +9.6% |
| 30D | +0.7% | +1.0% | -0.3% | -0.1% |
| 3M | -0.1% | +2.4% | -2.5% | -2.0% |
| 6M | +17.3% | +12.0% | +5.3% | +6.8% |
| YTD | +35.5% | +15.3% | +20.2% | +20.0% |
| 1Y | +43.2% | +22.6% | +20.6% | +20.4% |
| All | +154.8% | +39.1% | +115.7% | +96.7% |
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