-18.0%
GIS vs VT
+23.3%
-41.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -7.8% | +0.4% | -8.3% | -7.7% |
| 30D | +6.6% | +1.0% | +5.6% | +6.9% |
| 3M | +21.0% | +2.4% | +18.6% | +22.2% |
| 6M | -9.1% | +12.0% | -21.1% | -7.4% |
| YTD | -13.6% | +15.3% | -29.0% | -10.5% |
| 1Y | -18.0% | +22.6% | -40.6% | -16.1% |
| All | -18.0% | +23.3% | -41.3% | -16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling