+119.3%
GII price history and return analytics
+222.7%
-103.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.2% |
| 7D | 0.0% | -0.1% | +0.2% | +0.1% |
| 30D | -1.7% | -0.7% | -1.1% | -1.2% |
| 3M | -0.8% | +4.0% | -4.8% | -4.1% |
| 6M | -2.6% | +12.3% | -14.9% | -11.8% |
| YTD | +6.7% | +14.0% | -7.4% | -4.8% |
| 1Y | +11.3% | +20.3% | -9.0% | -5.1% |
| 3Y | +62.7% | +75.4% | -12.7% | -0.4% |
| 5Y | +65.9% | +66.0% | -0.1% | +5.6% |
| 10Y | +119.3% | +228.2% | -108.9% | -27.8% |
| All | +119.3% | +222.7% | -103.4% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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