-56.1%
GROW vs VT
+53.4%
-109.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | -4.2% | -2.3% | -1.9% | -2.3% |
| 30D | -13.6% | -5.0% | -8.6% | -10.0% |
| 3M | -18.7% | -4.9% | -13.8% | -15.5% |
| 6M | -3.0% | -1.5% | -1.5% | -2.0% |
| YTD | +6.7% | +8.5% | -1.8% | -0.2% |
| 1Y | +6.5% | +11.4% | -4.9% | -2.5% |
| 3Y | +0.8% | +70.1% | -69.2% | -36.9% |
| All | -56.1% | +53.4% | -109.5% | -67.1% |
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