-49.0%
GROW vs VT
+57.0%
-106.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.3% | +6.2% | +6.2% |
| 7D | +6.8% | +2.4% | +4.4% | +4.9% |
| 30D | -2.6% | -1.5% | -1.1% | -1.3% |
| 3M | -14.0% | -4.1% | -9.9% | -11.1% |
| 6M | +6.1% | +0.6% | +5.6% | +5.5% |
| YTD | +13.9% | +11.0% | +2.9% | +4.7% |
| 1Y | +15.8% | +13.3% | +2.4% | +4.6% |
| 3Y | +8.2% | +73.4% | -65.2% | -33.2% |
| All | -49.0% | +57.0% | -106.1% | -62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling