-44.0%
GROW price history and return analytics
+63.7%
-107.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +2.1% |
| 7D | -11.3% | -2.0% | -9.3% | -9.9% |
| 30D | -6.5% | -1.4% | -5.1% | -5.5% |
| 3M | +5.1% | +4.7% | +0.4% | +1.1% |
| 6M | -12.5% | +11.4% | -23.9% | -20.2% |
| YTD | +23.1% | +13.1% | +10.0% | +10.9% |
| 1Y | +24.2% | +19.0% | +5.2% | +7.3% |
| 3Y | +9.6% | +73.9% | -64.4% | -34.2% |
| 5Y | -44.0% | +65.4% | -109.4% | -61.1% |
| All | -44.0% | +63.7% | -107.7% | -61.1% |
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