+67.8%
GCMG price history and return analytics
+160.8%
-93.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.1% |
| 7D | -3.2% | -1.1% | -2.1% | -2.8% |
| 30D | -6.9% | -1.0% | -6.0% | -6.5% |
| 3M | +14.1% | +3.2% | +11.0% | +12.7% |
| 6M | +15.1% | +12.5% | +2.6% | +9.6% |
| YTD | +16.9% | +14.1% | +2.9% | +10.8% |
| 1Y | +4.2% | +18.9% | -14.8% | -2.9% |
| 3Y | +86.2% | +74.1% | +12.1% | +50.3% |
| 5Y | +38.3% | +66.9% | -28.6% | +10.5% |
| All | +67.8% | +160.8% | -93.0% | +29.5% |
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 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