-18.2%
VINP vs VT
+91.1%
-109.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.4% |
| 7D | -1.5% | +1.0% | -2.5% | -2.5% |
| 30D | -2.0% | -0.2% | -1.8% | -1.9% |
| 3M | +2.3% | +4.5% | -2.2% | -2.4% |
| 6M | -8.1% | +14.1% | -22.2% | -19.8% |
| YTD | -21.8% | +14.8% | -36.6% | -32.0% |
| 1Y | +2.7% | +21.2% | -18.5% | -15.6% |
| 3Y | +14.3% | +76.6% | -62.3% | -36.5% |
| 5Y | -1.7% | +66.6% | -68.3% | -41.4% |
| All | -18.2% | +91.1% | -109.3% | -60.8% |
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