-21.0%
VIPS vs VT
+10.5%
-31.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +7.6% | -2.3% | +9.9% | +8.9% |
| 30D | +8.5% | -5.0% | +13.5% | +11.8% |
| 3M | -10.1% | -4.9% | -5.2% | -7.4% |
| 6M | -5.9% | -1.5% | -4.4% | -5.9% |
| YTD | -18.4% | +8.5% | -26.9% | -24.0% |
| 1Y | -21.0% | +11.4% | -32.4% | -29.5% |
| All | -21.0% | +10.5% | -31.5% | -29.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling