-77.6%
GRDX vs VT
+74.0%
-151.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -31.0% | -0.3% | -30.7% | -30.8% |
| 7D | -24.0% | +2.4% | -26.3% | -25.2% |
| 30D | -12.0% | -1.5% | -10.5% | -10.4% |
| 3M | -1.3% | -4.1% | +2.8% | +2.3% |
| 6M | +8.4% | +0.6% | +7.9% | +9.3% |
| YTD | -19.7% | +11.0% | -30.8% | -21.6% |
| 1Y | +1.9% | +13.3% | -11.4% | -1.0% |
| 3Y | -77.6% | +73.4% | -151.0% | -69.3% |
| All | -77.6% | +74.0% | -151.6% | -69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling