+148.0%
VXUS vs GIS
-16.7%
+164.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | +0.3% | -8.6% | +8.9% | +1.3% |
| 30D | +0.7% | -0.5% | +1.1% | +0.6% |
| 3M | +4.8% | +11.9% | -7.1% | +2.9% |
| 6M | +11.3% | -11.6% | +22.9% | +12.9% |
| YTD | +16.5% | -16.3% | +32.8% | +18.9% |
| 1Y | +24.3% | -21.8% | +46.0% | +27.9% |
| 3Y | +74.5% | -35.7% | +110.1% | +83.8% |
| 5Y | +54.3% | -22.9% | +77.2% | +55.4% |
| All | +148.0% | -16.7% | +164.8% | +163.5% |
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