-100.0%
GRI price history and return analytics
+59.8%
-159.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -4.2% |
| 7D | +28.0% | -0.7% | +28.7% | +27.9% |
| 30D | +16.6% | -1.7% | +18.3% | +17.8% |
| 3M | -16.8% | -2.3% | -14.5% | -15.3% |
| 6M | -19.0% | +1.5% | -20.5% | -20.8% |
| YTD | -73.5% | +12.0% | -85.6% | -76.3% |
| 1Y | -96.5% | +12.9% | -109.3% | -96.9% |
| 3Y | -100.0% | +74.9% | -174.9% | -100.0% |
| 5Y | -100.0% | +59.9% | -159.9% | -100.0% |
| All | -100.0% | +59.8% | -159.8% | -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