+183.8%
VXUS vs GIS
+87.6%
+96.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.0% |
| 7D | +1.0% | -7.8% | +8.9% | +2.7% |
| 30D | +2.2% | +6.6% | -4.4% | +0.7% |
| 3M | +3.0% | +21.0% | -18.0% | -1.8% |
| 6M | +10.7% | -9.1% | +19.7% | +12.5% |
| YTD | +17.8% | -13.6% | +31.5% | +20.9% |
| 1Y | +27.6% | -18.0% | +45.6% | +32.2% |
| 3Y | +73.3% | -33.7% | +107.0% | +87.0% |
| 5Y | +54.3% | -19.4% | +73.8% | +54.0% |
| 10Y | +149.8% | -21.3% | +171.1% | +153.5% |
| All | +183.8% | +87.6% | +96.3% | +56.9% |
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 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