+124.8%
VGT vs GIS
-37.5%
+162.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.1% |
| 7D | -0.2% | -6.4% | +6.2% | -1.8% |
| 30D | -0.4% | -6.1% | +5.7% | -1.9% |
| 3M | +4.4% | +7.8% | -3.4% | +7.0% |
| 6M | +32.1% | -8.8% | +40.9% | +30.7% |
| YTD | +28.8% | -19.1% | +47.9% | +24.4% |
| 1Y | +35.3% | -24.8% | +60.1% | +29.1% |
| 3Y | +124.8% | -37.6% | +162.3% | +108.9% |
| All | +124.8% | -37.5% | +162.2% | +108.9% |
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