+1,250.4%
VUG vs GIS
+248.8%
+1,001.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.2% |
| 7D | -0.1% | -7.8% | +7.7% | +2.2% |
| 30D | -0.3% | +6.6% | -6.9% | -2.3% |
| 3M | -0.7% | +21.0% | -21.7% | -6.9% |
| 6M | +14.6% | -9.1% | +23.7% | +17.0% |
| YTD | +9.0% | -13.6% | +22.6% | +12.6% |
| 1Y | +14.9% | -18.0% | +32.9% | +20.1% |
| 3Y | +86.0% | -33.7% | +119.7% | +103.7% |
| 5Y | +76.7% | -19.4% | +96.1% | +74.1% |
| 10Y | +411.3% | -21.3% | +432.5% | +393.8% |
| All | +1,250.4% | +248.8% | +1,001.7% | +530.4% |
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