+105.3%
GROW price history and return analytics
+229.8%
-124.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.3% |
| 7D | -2.3% | -1.1% | -1.2% | -1.6% |
| 30D | -6.5% | -1.0% | -5.5% | -5.9% |
| 3M | +0.8% | +3.2% | -2.4% | -1.6% |
| 6M | -9.2% | +12.5% | -21.7% | -17.0% |
| YTD | +23.5% | +14.1% | +9.4% | +11.8% |
| 1Y | +24.1% | +18.9% | +5.2% | +9.0% |
| 3Y | +8.5% | +74.1% | -65.6% | -29.4% |
| 5Y | -43.8% | +66.9% | -110.7% | -62.1% |
| All | +105.3% | +229.8% | -124.5% | -10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling