-85.3%
GRRR vs VT
+66.2%
-151.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.5% | +6.2% | +6.1% |
| 7D | +3.5% | +1.0% | +2.5% | +2.6% |
| 30D | +10.9% | -0.2% | +11.1% | +11.0% |
| 3M | -14.3% | +4.5% | -18.9% | -17.0% |
| 6M | +16.1% | +14.1% | +2.0% | +7.1% |
| YTD | +33.5% | +14.8% | +18.8% | +23.4% |
| 1Y | -19.9% | +21.2% | -41.1% | -27.7% |
| 3Y | -0.1% | +76.6% | -76.7% | -12.4% |
| 5Y | -85.3% | +66.6% | -151.9% | -86.4% |
| All | -85.3% | +66.2% | -151.5% | -86.4% |
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