+948.7%
VTI vs GIS
+288.0%
+660.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | 0.0% |
| 7D | -0.4% | -8.6% | +8.3% | +2.6% |
| 30D | -1.6% | -0.5% | -1.1% | -1.7% |
| 3M | +3.6% | +11.9% | -8.3% | -1.1% |
| 6M | +13.0% | -11.6% | +24.6% | +16.7% |
| YTD | +12.7% | -16.3% | +29.0% | +18.1% |
| 1Y | +18.4% | -21.8% | +40.1% | +26.5% |
| 3Y | +76.4% | -35.7% | +112.1% | +98.2% |
| 5Y | +73.7% | -22.9% | +96.6% | +77.1% |
| 10Y | +302.5% | -16.8% | +319.3% | +280.4% |
| All | +948.7% | +288.0% | +660.7% | +381.9% |
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