-99.9%
VIP vs SPY
+718.3%
-818.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.1% |
| 7D | +5.6% | +0.1% | +5.5% | +5.5% |
| 30D | -12.5% | +0.1% | -12.6% | -12.5% |
| 3M | +13.9% | +2.0% | +11.9% | +12.5% |
| 6M | +42.1% | +13.0% | +29.1% | +25.9% |
| YTD | +27.7% | +13.5% | +14.2% | +13.4% |
| 1Y | +67.3% | +20.0% | +47.3% | +42.7% |
| 3Y | -58.2% | +77.2% | -135.4% | -75.7% |
| 5Y | -99.8% | +81.9% | -181.7% | -99.9% |
| 10Y | -97.0% | +314.1% | -411.1% | -99.2% |
| All | -99.9% | +718.3% | -818.2% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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