-73.0%
GROW vs VT
+374.2%
-447.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.0% |
| 3M | +10.8% | +2.4% | +8.5% | +8.0% |
| 6M | -8.5% | +12.0% | -20.5% | -18.6% |
| YTD | +26.5% | +15.3% | +11.1% | +9.3% |
| 1Y | +26.6% | +22.6% | +4.0% | +3.0% |
| 3Y | +10.3% | +74.7% | -64.4% | -38.4% |
| 5Y | -48.3% | +66.1% | -114.5% | -69.5% |
| 10Y | +95.7% | +225.0% | -129.3% | -45.6% |
| All | -73.0% | +374.2% | -447.1% | -95.3% |
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