+18.4%
GRX vs VT
+13.3%
+5.1%
-9.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | +8.1% | -1.7% | +9.9% | +8.5% |
| 3M | +6.6% | -2.3% | +8.9% | +7.1% |
| 6M | +20.0% | +1.5% | +18.5% | +19.0% |
| YTD | +13.9% | +12.0% | +1.9% | +8.0% |
| 1Y | +18.4% | +12.9% | +5.5% | +11.8% |
| All | +18.4% | +13.3% | +5.1% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling