+48.8%
GRDX vs VT
+13.3%
+35.5%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -2.8% |
| 7D | +2.2% | -0.7% | +2.9% | +4.7% |
| 30D | +19.1% | -1.7% | +20.8% | +25.3% |
| 3M | +76.2% | -2.3% | +78.5% | +87.3% |
| 6M | +74.0% | +1.5% | +72.5% | +69.4% |
| YTD | +19.1% | +12.0% | +7.1% | -8.7% |
| 1Y | +48.8% | +12.9% | +35.9% | +10.9% |
| All | +48.8% | +13.3% | +35.5% | +10.9% |
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