-99.3%
GSIW price history and return analytics
+71.3%
-170.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -3.8% |
| 7D | -13.0% | -1.1% | -11.9% | -11.5% |
| 30D | -24.1% | -1.0% | -23.1% | -23.0% |
| 3M | -53.3% | +3.2% | -56.4% | -56.0% |
| 6M | -40.0% | +12.5% | -52.5% | -52.2% |
| YTD | -44.4% | +14.1% | -58.4% | -56.0% |
| 1Y | -48.4% | +18.9% | -67.3% | -61.7% |
| All | -99.3% | +71.3% | -170.6% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling