-96.1%
GRI vs VT
+12.5%
-108.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.5% | +11.0% | +10.8% |
| 7D | +22.7% | -0.1% | +22.9% | +21.6% |
| 30D | +8.6% | -3.1% | +11.7% | +11.5% |
| 3M | +11.2% | -3.5% | +14.7% | +14.9% |
| 6M | -15.8% | +0.5% | -16.3% | -16.8% |
| YTD | -72.7% | +10.8% | -83.5% | -75.3% |
| 1Y | -96.1% | +11.9% | -108.0% | -96.4% |
| All | -96.1% | +12.5% | -108.6% | -96.4% |
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