-97.0%
VIP vs VT
+224.5%
-321.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +5.6% | +0.4% | +5.1% | +5.0% |
| 30D | -12.5% | +1.0% | -13.5% | -13.5% |
| 3M | +13.9% | +2.4% | +11.5% | +12.0% |
| 6M | +42.1% | +12.0% | +30.1% | +24.6% |
| YTD | +27.7% | +15.3% | +12.4% | +8.6% |
| 1Y | +67.3% | +22.6% | +44.7% | +34.3% |
| 3Y | -58.2% | +74.7% | -132.9% | -76.9% |
| 5Y | -99.8% | +66.1% | -166.0% | -99.9% |
| All | -97.0% | +224.5% | -321.5% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling