+172.5%
VEA vs GIS
+155.6%
+16.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.1% | +0.1% |
| 7D | +1.9% | -8.3% | +10.1% | +4.7% |
| 30D | +0.8% | +2.2% | -1.4% | -0.2% |
| 3M | +5.7% | +15.7% | -10.0% | -0.3% |
| 6M | +13.3% | -12.0% | +25.3% | +17.1% |
| YTD | +18.4% | -15.0% | +33.4% | +23.4% |
| 1Y | +27.0% | -20.1% | +47.1% | +34.8% |
| 3Y | +79.3% | -34.6% | +113.9% | +101.0% |
| 5Y | +62.1% | -22.8% | +85.0% | +65.0% |
| 10Y | +160.3% | -18.5% | +178.8% | +148.5% |
| All | +172.5% | +155.6% | +16.9% | +13.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling