-19.7%
VINP vs VT
+92.0%
-111.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.4% | -3.4% |
| 7D | +0.3% | +0.4% | -0.1% | -0.2% |
| 30D | -2.1% | +1.0% | -3.1% | -3.1% |
| 3M | -1.8% | +2.4% | -4.2% | -4.3% |
| 6M | -15.8% | +12.0% | -27.8% | -25.0% |
| YTD | -23.3% | +15.3% | -38.6% | -33.6% |
| 1Y | +1.0% | +22.6% | -21.6% | -18.0% |
| 3Y | +10.8% | +74.7% | -63.8% | -37.7% |
| 5Y | -6.3% | +66.1% | -72.5% | -43.8% |
| All | -19.7% | +92.0% | -111.8% | -61.7% |
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