-40.4%
GIS vs VO
+66.5%
-106.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | -8.1% | +2.9% | -11.0% | -8.4% |
| 30D | +5.3% | +1.0% | +4.3% | +5.1% |
| 3M | -10.5% | -1.7% | -8.8% | -10.3% |
| 6M | +1.8% | +6.7% | -4.9% | +0.7% |
| YTD | -22.9% | +14.0% | -36.9% | -24.6% |
| 1Y | -22.9% | +13.7% | -36.6% | -24.6% |
| All | -40.4% | +66.5% | -106.9% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling