+41.5%
VIR vs VT
+69.7%
-28.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +0.2% | +10.6% | +10.4% |
| 7D | +8.1% | -2.3% | +10.4% | +12.7% |
| 30D | +6.0% | -5.0% | +10.9% | +16.2% |
| 3M | +39.3% | -4.9% | +44.2% | +52.6% |
| 6M | +18.7% | -1.5% | +20.2% | +21.8% |
| YTD | +102.5% | +8.5% | +94.0% | +75.7% |
| 1Y | +138.5% | +11.4% | +127.1% | +97.6% |
| 3Y | +41.5% | +70.1% | -28.6% | -56.3% |
| All | +41.5% | +69.7% | -28.3% | -56.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling