+409.6%
VUG vs GIS
-19.3%
+428.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | -0.2% |
| 7D | -1.9% | -8.4% | +6.5% | -0.9% |
| 30D | -1.6% | -5.2% | +3.6% | -1.0% |
| 3M | +4.4% | +8.2% | -3.8% | +3.1% |
| 6M | +13.2% | -12.0% | +25.2% | +14.8% |
| YTD | +7.5% | -18.9% | +26.4% | +10.0% |
| 1Y | +12.5% | -23.6% | +36.1% | +16.0% |
| 3Y | +86.0% | -37.6% | +123.6% | +95.7% |
| 5Y | +76.5% | -25.2% | +101.7% | +74.7% |
| All | +409.6% | -19.3% | +428.9% | +403.9% |
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 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