-81.6%
GRO vs VT
+37.8%
-119.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.3% |
| 30D | +15.3% | +1.0% | +14.3% | +13.6% |
| 3M | +2.5% | +2.4% | +0.1% | -0.7% |
| 6M | -18.4% | +12.0% | -30.4% | -29.5% |
| YTD | +31.7% | +15.3% | +16.4% | +9.9% |
| 1Y | +39.9% | +22.6% | +17.3% | +8.8% |
| All | -81.6% | +37.8% | -119.3% | -87.3% |
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 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