-93.3%
GRSD vs VT
+75.6%
-168.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -4.0% |
| 7D | +4.7% | -0.7% | +5.4% | +5.6% |
| 30D | -39.9% | -1.7% | -38.1% | -38.7% |
| 3M | -52.9% | -2.3% | -50.6% | -51.7% |
| 6M | -79.6% | +1.5% | -81.1% | -79.8% |
| YTD | -83.7% | +12.0% | -95.7% | -85.9% |
| 1Y | -87.0% | +12.9% | -99.9% | -88.8% |
| All | -93.3% | +75.6% | -168.9% | -96.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling