+75.4%
IVV vs GIS
-37.4%
+112.8%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.2% |
| 7D | -2.7% | +3.6% | -6.3% | -2.6% |
| 30D | -5.4% | +13.9% | -19.3% | -5.0% |
| 3M | -4.1% | +0.3% | -4.4% | -3.9% |
| 6M | +0.7% | +5.0% | -4.2% | +1.0% |
| YTD | +8.7% | -18.4% | +27.1% | +8.6% |
| 1Y | +11.0% | -17.4% | +28.4% | +10.8% |
| 3Y | +75.4% | -36.9% | +112.4% | +75.2% |
| All | +75.4% | -37.4% | +112.8% | +75.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling