-83.1%
GRSD vs VT
+66.2%
-149.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.1% |
| 7D | +1.7% | +1.0% | +0.7% | +0.6% |
| 30D | -3.7% | -0.2% | -3.4% | -3.4% |
| 3M | -24.4% | +4.5% | -28.9% | -28.0% |
| 6M | -56.7% | +14.1% | -70.8% | -62.1% |
| YTD | -66.5% | +14.8% | -81.2% | -70.9% |
| 1Y | -77.7% | +21.2% | -98.9% | -81.6% |
| 3Y | -86.4% | +76.6% | -162.9% | -92.1% |
| 5Y | -83.1% | +66.6% | -149.7% | -88.2% |
| All | -83.1% | +66.2% | -149.3% | -88.2% |
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