+54.3%
VXUS vs GIS
-23.6%
+77.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.7% |
| 7D | +0.3% | -8.6% | +8.9% | +0.6% |
| 30D | +0.7% | -0.5% | +1.1% | +0.6% |
| 3M | +4.8% | +11.9% | -7.1% | +4.0% |
| 6M | +11.3% | -11.6% | +22.9% | +12.3% |
| YTD | +16.5% | -16.3% | +32.8% | +17.8% |
| 1Y | +24.3% | -21.8% | +46.0% | +26.3% |
| 3Y | +74.5% | -35.7% | +110.1% | +79.3% |
| 5Y | +54.3% | -22.9% | +77.2% | +54.9% |
| All | +54.3% | -23.6% | +77.9% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling