-23.6%
GIS vs VSH
+109.0%
-132.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.1% |
| 7D | -8.4% | +3.1% | -11.5% | -8.1% |
| 30D | -5.2% | -5.7% | +0.5% | -5.6% |
| 3M | +8.2% | -42.5% | +50.6% | +4.2% |
| 6M | -12.0% | +82.7% | -94.7% | -9.2% |
| YTD | -18.9% | +118.2% | -137.1% | -14.8% |
| 1Y | -23.6% | +109.7% | -133.3% | -19.8% |
| All | -23.6% | +109.0% | -132.6% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling