-74.2%
GRWG vs VT
+148.3%
-222.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.1% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | +0.7% | -3.1% | +3.7% | +5.7% |
| 3M | +5.6% | -3.5% | +9.1% | +11.4% |
| 6M | +6.3% | +0.5% | +5.9% | +5.1% |
| YTD | +0.7% | +10.8% | -10.1% | -15.4% |
| 1Y | -15.2% | +11.9% | -27.1% | -30.5% |
| 3Y | -19.7% | +73.0% | -92.7% | -67.4% |
| 5Y | -93.5% | +58.6% | -152.1% | -96.7% |
| All | -74.2% | +148.3% | -222.5% | -91.4% |
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