-100.0%
GRI price history and return analytics
+66.2%
-166.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -30.6% | -0.5% | -30.1% | -30.1% |
| 7D | +4.7% | +1.0% | +3.7% | +4.1% |
| 30D | +36.1% | -0.2% | +36.3% | +36.7% |
| 3M | -7.8% | +4.5% | -12.4% | -11.9% |
| 6M | -22.0% | +14.1% | -36.1% | -31.3% |
| YTD | -71.1% | +14.8% | -85.8% | -74.5% |
| 1Y | -95.4% | +21.2% | -116.6% | -96.2% |
| 3Y | -100.0% | +76.6% | -176.6% | -100.0% |
| 5Y | -100.0% | +66.6% | -166.6% | -100.0% |
| All | -100.0% | +66.2% | -166.2% | -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 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