-33.8%
GIS vs VSH
+38.9%
-72.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.2% | +6.6% | +2.2% |
| 7D | -3.4% | +14.3% | -17.7% | -2.6% |
| 30D | +6.9% | -7.9% | +14.7% | +6.9% |
| 3M | -10.1% | -19.9% | +9.7% | -10.4% |
| 6M | +5.9% | -30.5% | +36.4% | +4.8% |
| YTD | -21.1% | +85.7% | -106.8% | -22.9% |
| 1Y | -22.5% | +98.9% | -121.4% | -24.4% |
| 3Y | -39.0% | +32.1% | -71.1% | -40.8% |
| All | -33.8% | +38.9% | -72.8% | -36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling