-38.7%
GRVY vs VT
+59.8%
-98.5%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -1.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.4% |
| 30D | +2.2% | -1.7% | +3.9% | +3.8% |
| 3M | -2.4% | -2.3% | -0.1% | -0.4% |
| 6M | +6.8% | +1.5% | +5.3% | +4.8% |
| YTD | +18.0% | +12.0% | +6.0% | +4.3% |
| 1Y | +14.7% | +12.9% | +1.8% | +0.4% |
| 3Y | +10.2% | +74.9% | -64.7% | -41.8% |
| 5Y | -38.7% | +59.9% | -98.7% | -63.4% |
| All | -38.7% | +59.8% | -98.5% | -63.4% |
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