-100.0%
GRI price history and return analytics
+80.0%
-180.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -0.9% | +8.6% | +8.6% |
| 7D | -15.3% | -2.0% | -13.3% | -13.4% |
| 30D | -11.8% | -1.4% | -10.4% | -10.3% |
| 3M | -16.0% | +4.7% | -20.7% | -20.0% |
| 6M | -29.5% | +11.4% | -40.8% | -36.8% |
| YTD | -71.9% | +13.1% | -85.0% | -75.1% |
| 1Y | -95.6% | +19.0% | -114.6% | -96.3% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +80.0% | -180.0% | -100.0% |
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