-40.6%
GYRE price history and return analytics
+63.7%
-104.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.2% | -2.0% |
| 7D | +4.7% | -2.0% | +6.7% | +7.4% |
| 30D | +1.5% | -1.4% | +2.9% | +3.3% |
| 3M | +13.3% | +4.7% | +8.5% | +6.9% |
| 6M | -17.0% | +11.4% | -28.3% | -27.5% |
| YTD | -4.5% | +13.1% | -17.6% | -17.9% |
| 1Y | -17.5% | +19.0% | -36.5% | -33.6% |
| 3Y | -8.3% | +73.9% | -82.2% | -49.9% |
| 5Y | -40.6% | +65.4% | -106.0% | -67.6% |
| All | -40.6% | +63.7% | -104.3% | -67.6% |
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