-94.6%
GRWG vs VT
+66.2%
-160.8%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.1% |
| 7D | +1.2% | +1.0% | +0.2% | -0.8% |
| 30D | +7.9% | -0.2% | +8.2% | +8.4% |
| 3M | +1.2% | +4.5% | -3.3% | -7.3% |
| 6M | +45.5% | +14.1% | +31.5% | +11.1% |
| YTD | +8.7% | +14.8% | -6.1% | -18.3% |
| 1Y | +5.8% | +21.2% | -15.3% | -29.8% |
| 3Y | -52.8% | +76.6% | -129.3% | -86.5% |
| 5Y | -94.6% | +66.6% | -161.2% | -97.8% |
| All | -94.6% | +66.2% | -160.8% | -97.8% |
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 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