-85.8%
GRSD vs VT
+77.5%
-163.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.2% | +0.4% | +1.7% | +1.6% |
| 30D | -5.5% | +1.0% | -6.4% | -6.6% |
| 3M | -20.8% | +2.4% | -23.2% | -23.3% |
| 6M | -56.0% | +12.0% | -68.0% | -61.4% |
| YTD | -65.2% | +15.3% | -80.5% | -70.8% |
| 1Y | -76.9% | +22.6% | -99.5% | -81.9% |
| All | -85.8% | +77.5% | -163.3% | -92.6% |
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 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