+135.1%
VIDI vs VT
+253.7%
-118.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.5% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | -3.7% | -2.6% | -1.1% | -1.3% |
| 3M | -3.3% | -3.2% | -0.1% | -0.3% |
| 6M | -1.8% | +0.9% | -2.8% | -2.7% |
| YTD | +16.1% | +11.3% | +4.8% | +5.1% |
| 1Y | +21.1% | +14.0% | +7.1% | +7.2% |
| 3Y | +96.3% | +75.8% | +20.5% | +15.0% |
| 5Y | +78.4% | +57.8% | +20.6% | +15.2% |
| 10Y | +160.0% | +219.8% | -59.8% | -16.3% |
| All | +135.1% | +253.7% | -118.7% | -31.7% |
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