+2,235.4%
VGT vs GIS
+227.5%
+2,007.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.3% |
| 7D | -1.0% | -8.4% | +7.4% | +1.1% |
| 30D | -0.4% | -5.2% | +4.7% | +0.7% |
| 3M | +6.6% | +8.2% | -1.6% | +3.5% |
| 6M | +31.0% | -12.0% | +43.1% | +34.3% |
| YTD | +27.2% | -18.9% | +46.1% | +32.8% |
| 1Y | +34.5% | -23.6% | +58.1% | +42.3% |
| 3Y | +123.1% | -37.6% | +160.8% | +145.2% |
| 5Y | +135.1% | -25.2% | +160.3% | +135.1% |
| 10Y | +803.4% | -19.3% | +822.7% | +746.0% |
| All | +2,235.4% | +227.5% | +2,007.8% | +1,032.9% |
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 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