-71.9%
GRWG vs VT
+158.6%
-230.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.5% | +0.4% | +1.1% | +0.8% |
| 30D | +11.1% | +1.0% | +10.2% | +9.5% |
| 3M | -0.3% | +2.4% | -2.7% | -4.1% |
| 6M | +46.9% | +12.0% | +34.9% | +21.8% |
| YTD | +9.7% | +15.3% | -5.7% | -13.3% |
| 1Y | +6.1% | +22.6% | -16.5% | -24.6% |
| 3Y | -49.4% | +74.7% | -124.1% | -79.4% |
| 5Y | -94.8% | +66.1% | -161.0% | -97.5% |
| All | -71.9% | +158.6% | -230.4% | -91.2% |
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 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