-36.3%
GROY price history and return analytics
+57.5%
-93.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -2.9% |
| 7D | +16.7% | -0.1% | +16.8% | +16.3% |
| 30D | 0.0% | -3.1% | +3.1% | +3.6% |
| 3M | 0.0% | -3.5% | +3.5% | +4.3% |
| 6M | -14.7% | +0.5% | -15.1% | -14.7% |
| YTD | -23.8% | +10.8% | -34.5% | -31.5% |
| 1Y | -8.1% | +11.9% | -20.0% | -18.2% |
| 3Y | +136.9% | +73.0% | +63.9% | +27.0% |
| 5Y | -36.3% | +58.6% | -94.9% | -66.6% |
| All | -36.3% | +57.5% | -93.8% | -66.6% |
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