+537.2%
GRID price history and return analytics
+418.8%
+118.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +3.9% | +2.4% | +1.6% | +1.4% |
| 30D | -8.1% | -1.5% | -6.6% | -6.5% |
| 3M | -14.7% | -4.1% | -10.5% | -10.4% |
| 6M | -18.3% | +0.6% | -18.8% | -18.2% |
| YTD | +5.4% | +11.0% | -5.6% | -4.8% |
| 1Y | +5.8% | +13.3% | -7.6% | -6.6% |
| 3Y | +82.3% | +73.4% | +8.9% | +3.1% |
| 5Y | +62.2% | +57.4% | +4.7% | +2.2% |
| 10Y | +358.3% | +221.7% | +136.6% | +42.5% |
| All | +537.2% | +418.8% | +118.4% | +22.2% |
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