+137.9%
VGT vs GIS
-25.1%
+163.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.2% |
| 7D | -0.2% | -6.4% | +6.2% | -1.0% |
| 30D | -0.4% | -6.1% | +5.7% | -1.2% |
| 3M | +4.4% | +7.8% | -3.4% | +5.6% |
| 6M | +32.1% | -8.8% | +40.9% | +31.7% |
| YTD | +28.8% | -19.1% | +47.9% | +27.3% |
| 1Y | +35.3% | -24.8% | +60.1% | +33.3% |
| 3Y | +124.8% | -37.6% | +162.3% | +118.3% |
| All | +137.9% | -25.1% | +163.0% | +122.2% |
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 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