+1,205.2%
VST vs GIS
-17.6%
+1,222.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.1% | +7.2% |
| 7D | -0.5% | +0.4% | -0.9% | -0.4% |
| 30D | -17.1% | +10.1% | -27.1% | -16.4% |
| 3M | -4.6% | -3.7% | -0.9% | -4.4% |
| 6M | -9.1% | +4.3% | -13.3% | -8.6% |
| YTD | -16.6% | -19.8% | +3.2% | -16.5% |
| 1Y | -29.5% | -20.5% | -9.0% | -29.4% |
| 3Y | +297.5% | -38.3% | +335.9% | +295.7% |
| 5Y | +654.5% | -32.2% | +686.7% | +629.1% |
| 10Y | +1,205.2% | -18.0% | +1,223.2% | +1,094.0% |
| All | +1,205.2% | -17.6% | +1,222.8% | +1,094.0% |
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 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