-82.2%
GRO price history and return analytics
+36.2%
-118.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -2.0% |
| 7D | -3.2% | -1.1% | -2.1% | -1.8% |
| 30D | +12.1% | -1.0% | +13.1% | +13.4% |
| 3M | +13.1% | +3.2% | +10.0% | +8.1% |
| 6M | -38.0% | +12.5% | -50.5% | -46.9% |
| YTD | +27.5% | +14.1% | +13.5% | +7.9% |
| 1Y | -3.6% | +18.9% | -22.5% | -22.2% |
| All | -82.2% | +36.2% | -118.4% | -87.5% |
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