-27.3%
VINP vs VT
+80.6%
-107.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.6% |
| 3M | -11.7% | -4.9% | -6.8% | -7.4% |
| 6M | -19.9% | -1.5% | -18.3% | -19.0% |
| YTD | -30.5% | +8.5% | -39.0% | -36.2% |
| 1Y | -23.0% | +11.4% | -34.4% | -31.2% |
| 3Y | +1.4% | +70.1% | -68.6% | -41.7% |
| 5Y | -3.4% | +53.7% | -57.1% | -37.2% |
| All | -27.3% | +80.6% | -107.9% | -63.2% |
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