-18.5%
GROY price history and return analytics
+66.2%
-84.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.5% |
| 7D | +2.5% | +1.0% | +1.5% | +1.3% |
| 30D | +8.3% | -0.2% | +8.5% | +8.7% |
| 3M | +14.7% | +4.5% | +10.1% | +9.1% |
| 6M | -23.7% | +14.1% | -37.8% | -33.8% |
| YTD | -18.8% | +14.8% | -33.6% | -29.7% |
| 1Y | -14.4% | +21.2% | -35.6% | -29.9% |
| 3Y | +139.4% | +76.6% | +62.8% | +27.0% |
| 5Y | -18.5% | +66.6% | -85.1% | -58.2% |
| All | -18.5% | +66.2% | -84.7% | -58.2% |
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