+128.7%
GRC price history and return analytics
+66.2%
+62.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.7% |
| 7D | +2.0% | +1.0% | +1.0% | +1.0% |
| 30D | -9.7% | -0.2% | -9.5% | -9.5% |
| 3M | -2.9% | +4.5% | -7.4% | -7.1% |
| 6M | +24.5% | +14.1% | +10.4% | +9.0% |
| YTD | +59.3% | +14.8% | +44.6% | +39.0% |
| 1Y | +77.8% | +21.2% | +56.6% | +46.8% |
| 3Y | +141.2% | +76.6% | +64.6% | +42.3% |
| 5Y | +128.7% | +66.6% | +62.1% | +37.8% |
| All | +128.7% | +66.2% | +62.5% | +37.8% |
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