+309.6%
IVV vs GIS
-17.6%
+327.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +2.6% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | -3.3% | +10.1% | -13.4% | -5.0% |
| 3M | -2.4% | -3.7% | +1.3% | -2.1% |
| 6M | +2.6% | +4.3% | -1.7% | +1.1% |
| YTD | +11.3% | -19.8% | +31.1% | +15.0% |
| 1Y | +13.4% | -20.5% | +33.9% | +17.3% |
| 3Y | +80.3% | -38.3% | +118.6% | +94.3% |
| 5Y | +72.7% | -32.2% | +104.9% | +78.9% |
| 10Y | +309.6% | -18.0% | +327.6% | +289.4% |
| All | +309.6% | -17.6% | +327.2% | +289.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 10y: compounded portfolio wealth divided by compounded GIS 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…
10y analysis · Full analysis span regression · 6 months rolling