-86.4%
GRO vs VT
+29.6%
-116.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.3% | +0.2% | +14.1% | +14.0% |
| 7D | +8.2% | -2.3% | +10.6% | +11.6% |
| 30D | -16.0% | -5.0% | -11.0% | -9.5% |
| 3M | -13.6% | -4.9% | -8.7% | -7.2% |
| 6M | -31.6% | -1.5% | -30.1% | -29.6% |
| YTD | -2.6% | +8.5% | -11.1% | -11.3% |
| 1Y | -14.4% | +11.4% | -25.8% | -24.5% |
| All | -86.4% | +29.6% | -116.0% | -89.7% |
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