-99.3%
GSIW price history and return analytics
+69.8%
-169.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +2.9% | +3.4% |
| 7D | -14.3% | -2.0% | -12.3% | -11.5% |
| 30D | -5.5% | -1.4% | -4.0% | -3.3% |
| 3M | -52.4% | +4.7% | -57.1% | -56.4% |
| 6M | -45.7% | +11.4% | -57.0% | -56.0% |
| YTD | -43.0% | +13.1% | -56.1% | -54.3% |
| 1Y | -27.9% | +19.0% | -47.0% | -46.3% |
| All | -99.3% | +69.8% | -169.1% | -99.6% |
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