+157.6%
GII price history and return analytics
+346.0%
-188.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -1.0% | -2.3% | +1.4% | +0.8% |
| 30D | +5.3% | -5.0% | +10.3% | +9.3% |
| 3M | -1.3% | -4.9% | +3.6% | +2.4% |
| 6M | -2.8% | -1.5% | -1.2% | -2.1% |
| YTD | +7.7% | +8.5% | -0.8% | +0.2% |
| 1Y | +9.8% | +11.4% | -1.5% | +0.1% |
| 3Y | +66.7% | +70.1% | -3.4% | +7.5% |
| 5Y | +62.3% | +53.7% | +8.6% | +12.4% |
| 10Y | +133.4% | +220.0% | -86.6% | -9.3% |
| All | +157.6% | +346.0% | -188.5% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling