+805.5%
GIC price history and return analytics
+229.8%
+575.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.1% |
| 7D | -2.1% | -1.1% | -1.0% | -0.9% |
| 30D | +0.6% | -1.0% | +1.6% | +1.6% |
| 3M | +23.8% | +3.2% | +20.7% | +19.4% |
| 6M | +25.1% | +12.5% | +12.7% | +9.2% |
| YTD | +36.9% | +14.1% | +22.9% | +17.7% |
| 1Y | +5.3% | +18.9% | -13.6% | -13.7% |
| 3Y | +35.2% | +74.1% | -38.9% | -27.6% |
| 5Y | +28.8% | +66.9% | -38.0% | -27.3% |
| All | +805.5% | +229.8% | +575.8% | +108.4% |
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