+297.8%
VTI vs GIS
-19.5%
+317.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.9% | -6.4% | +5.5% | +0.2% |
| 30D | -1.4% | -6.1% | +4.7% | -0.5% |
| 3M | +3.6% | +7.8% | -4.2% | +1.9% |
| 6M | +13.6% | -8.8% | +22.4% | +15.0% |
| YTD | +12.9% | -19.1% | +32.0% | +16.5% |
| 1Y | +17.2% | -24.8% | +42.0% | +22.4% |
| 3Y | +75.7% | -37.6% | +113.2% | +88.3% |
| 5Y | +75.4% | -25.4% | +100.9% | +77.2% |
| All | +297.8% | -19.5% | +317.3% | +302.2% |
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 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