-23.0%
VINP vs VT
+10.5%
-33.5%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -2.2% | -2.3% | +0.2% | -0.1% |
| 30D | -20.6% | -5.0% | -15.6% | -16.8% |
| 3M | -11.7% | -4.9% | -6.8% | -7.5% |
| 6M | -19.9% | -1.5% | -18.3% | -19.4% |
| YTD | -30.5% | +8.5% | -39.0% | -36.6% |
| 1Y | -23.0% | +11.4% | -34.4% | -31.3% |
| All | -23.0% | +10.5% | -33.5% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling