+168.3%
VXUS vs GIS
+70.8%
+97.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.1% | +1.2% |
| 7D | -0.5% | -4.6% | +4.1% | +0.4% |
| 30D | -1.2% | +6.6% | -7.8% | -2.7% |
| 3M | -3.8% | -8.1% | +4.3% | -2.6% |
| 6M | -1.7% | +4.9% | -6.6% | -3.7% |
| YTD | +11.4% | -21.4% | +32.8% | +16.2% |
| 1Y | +13.3% | -21.6% | +34.9% | +18.1% |
| 3Y | +70.0% | -39.3% | +109.3% | +86.4% |
| 5Y | +48.1% | -33.2% | +81.3% | +54.9% |
| 10Y | +147.1% | -17.3% | +164.4% | +134.9% |
| All | +168.3% | +70.8% | +97.6% | +50.8% |
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