+165.8%
VXUS vs GIS
+71.3%
+94.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.5% |
| 7D | +2.1% | -3.4% | +5.5% | +2.8% |
| 30D | -1.1% | +6.9% | -8.0% | -2.7% |
| 3M | -5.6% | -10.1% | +4.5% | -3.9% |
| 6M | -2.3% | +5.9% | -8.1% | -4.5% |
| YTD | +10.4% | -21.1% | +31.5% | +15.0% |
| 1Y | +13.1% | -22.5% | +35.5% | +18.2% |
| 3Y | +68.0% | -39.0% | +107.0% | +84.0% |
| 5Y | +45.8% | -33.3% | +79.2% | +52.7% |
| 10Y | +144.7% | -17.0% | +161.7% | +132.5% |
| All | +165.8% | +71.3% | +94.5% | +49.2% |
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