+1,488.6%
GIS vs VSH
+1,674.8%
-186.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.4% | -6.9% | -2.7% |
| 7D | -7.8% | +4.1% | -11.9% | -8.1% |
| 30D | +6.6% | -4.2% | +10.7% | +6.7% |
| 3M | +21.0% | -50.0% | +70.9% | +24.7% |
| 6M | -9.1% | +80.2% | -89.2% | -13.4% |
| YTD | -13.6% | +121.1% | -134.7% | -18.9% |
| 1Y | -18.0% | +112.0% | -130.0% | -23.0% |
| 3Y | -33.7% | +22.5% | -56.2% | -36.4% |
| 5Y | -19.4% | +64.0% | -83.5% | -24.7% |
| 10Y | -21.3% | +170.4% | -191.6% | -30.2% |
| All | +1,488.6% | +1,674.8% | -186.3% | +817.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling