-76.3%
GRSD vs VT
+71.5%
-147.8%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +2.2% | +0.4% | +1.7% | +1.7% |
| 30D | -5.5% | +1.0% | -6.4% | -6.5% |
| 3M | -20.8% | +2.4% | -23.2% | -23.0% |
| 6M | -56.0% | +12.0% | -68.0% | -60.9% |
| YTD | -65.2% | +15.3% | -80.5% | -70.2% |
| 1Y | -76.9% | +22.6% | -99.5% | -81.3% |
| 3Y | -86.5% | +74.7% | -161.1% | -92.4% |
| 5Y | -82.0% | +66.1% | -148.1% | -85.7% |
| All | -76.3% | +71.5% | -147.8% | -84.4% |
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 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