+2.7%
VINP vs VT
+21.4%
-18.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -2.5% |
| 6M | -8.1% | +14.1% | -22.2% | -20.5% |
| YTD | -21.8% | +14.8% | -36.6% | -31.8% |
| 1Y | +2.7% | +21.2% | -18.5% | -15.4% |
| All | +2.7% | +21.4% | -18.7% | -15.4% |
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