+68.2%
IVV vs GIS
-30.4%
+98.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.6% | +2.9% | +0.4% |
| 7D | -2.7% | +3.6% | -6.3% | -2.8% |
| 30D | -5.4% | +13.9% | -19.3% | -5.9% |
| 3M | -4.1% | +0.3% | -4.4% | -4.1% |
| 6M | +0.7% | +5.0% | -4.2% | +0.4% |
| YTD | +8.7% | -18.4% | +27.1% | +10.1% |
| 1Y | +11.0% | -17.4% | +28.4% | +12.2% |
| 3Y | +75.4% | -36.9% | +112.4% | +80.3% |
| All | +68.2% | -30.4% | +98.5% | +65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling