-0.7%
GRFS vs VT
+10.7%
-11.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.3% | +1.8% |
| 7D | +5.2% | -4.2% | +9.4% | +9.1% |
| 30D | +12.5% | -5.8% | +18.3% | +18.5% |
| 3M | +6.7% | -5.2% | +11.9% | +11.8% |
| 6M | +3.7% | +0.1% | +3.5% | +1.7% |
| YTD | -8.3% | +8.2% | -16.5% | -17.5% |
| 1Y | -0.7% | +10.1% | -10.8% | -12.2% |
| All | -0.7% | +10.7% | -11.3% | -12.2% |
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