+163.1%
GRDN vs VT
+36.1%
+127.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +1.7% |
| 7D | +4.4% | -0.3% | +4.7% | +4.6% |
| 30D | 0.0% | -1.4% | +1.4% | +0.9% |
| 3M | +3.8% | -1.4% | +5.2% | +4.7% |
| 6M | +14.9% | +5.5% | +9.4% | +9.5% |
| YTD | +39.9% | +12.8% | +27.0% | +25.7% |
| 1Y | +47.7% | +15.4% | +32.3% | +30.3% |
| All | +163.1% | +36.1% | +127.0% | +106.0% |
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