-6.2%
GROY price history and return analytics
+84.4%
-90.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.7% |
| 7D | -4.4% | -2.0% | -2.4% | -2.1% |
| 30D | +6.1% | -1.4% | +7.6% | +8.1% |
| 3M | +21.5% | +4.7% | +16.8% | +15.2% |
| 6M | -24.1% | +11.4% | -35.4% | -32.3% |
| YTD | -18.8% | +13.1% | -31.9% | -28.6% |
| 1Y | -8.9% | +19.0% | -27.9% | -24.0% |
| 3Y | +139.4% | +73.9% | +65.5% | +27.8% |
| 5Y | -36.6% | +65.4% | -102.0% | -66.3% |
| All | -6.2% | +84.4% | -90.6% | -57.3% |
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