+0.8%
GSIT vs VT
+66.2%
-65.4%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -6.1% | +0.4% | -6.6% | -6.9% |
| 30D | -18.1% | +1.0% | -19.0% | -19.3% |
| 3M | -44.0% | +2.4% | -46.4% | -44.7% |
| 6M | -35.5% | +12.0% | -47.5% | -43.0% |
| YTD | -13.8% | +15.3% | -29.2% | -26.9% |
| 1Y | +82.6% | +22.6% | +60.0% | +45.6% |
| 3Y | +73.1% | +74.7% | -1.5% | -5.3% |
| All | +0.8% | +66.2% | -65.4% | -39.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling