+1,002.6%
VST vs GIS
-16.3%
+1,018.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.6% | +13.2% | +10.3% |
| 7D | -9.8% | +3.6% | -13.4% | -9.5% |
| 30D | -25.1% | +13.9% | -39.0% | -24.4% |
| 3M | -11.6% | +0.3% | -11.9% | -11.2% |
| 6M | -20.9% | +5.0% | -25.9% | -20.4% |
| YTD | -22.3% | -18.4% | -3.9% | -22.1% |
| 1Y | -32.0% | -17.4% | -14.6% | -31.8% |
| 3Y | +262.4% | -36.9% | +299.3% | +261.1% |
| 5Y | +563.4% | -30.4% | +593.7% | +540.9% |
| 10Y | +1,120.7% | -13.6% | +1,134.3% | +1,011.4% |
| All | +1,002.6% | -16.3% | +1,018.9% | +913.7% |
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