+17.4%
VIPS vs VT
+223.7%
-206.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.6% | -3.8% | -3.9% |
| 7D | +2.7% | +0.4% | +2.3% | +2.0% |
| 30D | +6.1% | -2.6% | +8.7% | +8.6% |
| 3M | -12.7% | -3.2% | -9.5% | -10.1% |
| 6M | -5.3% | +0.9% | -6.3% | -7.1% |
| YTD | -19.4% | +11.3% | -30.7% | -28.7% |
| 1Y | -23.6% | +14.0% | -37.6% | -34.1% |
| 3Y | +7.2% | +75.8% | -68.6% | -41.9% |
| 5Y | +30.8% | +57.8% | -27.0% | -19.4% |
| 10Y | +17.4% | +219.8% | -202.4% | -63.1% |
| All | +17.4% | +223.7% | -206.3% | -63.1% |
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