+161.1%
VEA vs GIS
-19.5%
+180.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -1.5% | -6.4% | +4.9% | -0.6% |
| 30D | -0.8% | -6.1% | +5.3% | -0.1% |
| 3M | +2.5% | +7.8% | -5.4% | +1.0% |
| 6M | +11.1% | -8.8% | +19.9% | +12.2% |
| YTD | +17.2% | -19.1% | +36.3% | +20.3% |
| 1Y | +24.5% | -24.8% | +49.3% | +29.1% |
| 3Y | +75.4% | -37.6% | +113.0% | +86.1% |
| 5Y | +61.1% | -25.4% | +86.5% | +63.6% |
| All | +161.1% | -19.5% | +180.6% | +177.5% |
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