+89.1%
GCC price history and return analytics
+66.2%
+22.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | +1.0% | +1.0% | 0.0% | +0.7% |
| 30D | +9.2% | -0.2% | +9.4% | +9.2% |
| 3M | +10.3% | +4.5% | +5.8% | +8.7% |
| 6M | +12.5% | +14.1% | -1.6% | +7.7% |
| YTD | +26.9% | +14.8% | +12.1% | +21.4% |
| 1Y | +37.9% | +21.2% | +16.7% | +29.7% |
| 3Y | +69.7% | +76.6% | -6.8% | +42.5% |
| 5Y | +89.1% | +66.6% | +22.5% | +61.3% |
| All | +89.1% | +66.2% | +22.9% | +61.3% |
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