-46.4%
GROW vs VT
+66.2%
-112.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.9% | 0.0% | -8.8% | -8.9% |
| 7D | -10.5% | +0.4% | -11.0% | -10.9% |
| 30D | -2.0% | +1.0% | -3.0% | -2.9% |
| 3M | +10.8% | +2.4% | +8.5% | +8.5% |
| 6M | -8.5% | +12.0% | -20.5% | -16.9% |
| YTD | +26.5% | +15.3% | +11.1% | +12.1% |
| 1Y | +26.6% | +22.6% | +4.0% | +6.7% |
| 3Y | +10.3% | +74.7% | -64.4% | -33.9% |
| All | -46.4% | +66.2% | -112.5% | -61.6% |
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