-59.2%
VIR vs VT
+57.5%
-116.8%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -2.9% |
| 7D | +17.2% | -0.1% | +17.3% | +18.0% |
| 30D | +12.4% | -3.1% | +15.5% | +18.7% |
| 3M | +47.9% | -3.5% | +51.4% | +57.6% |
| 6M | +44.2% | +0.5% | +43.7% | +43.7% |
| YTD | +118.1% | +10.8% | +107.3% | +88.2% |
| 1Y | +144.9% | +11.9% | +133.0% | +108.3% |
| 3Y | +49.6% | +73.0% | -23.4% | -30.5% |
| 5Y | -59.2% | +58.6% | -117.8% | -80.0% |
| All | -59.2% | +57.5% | -116.8% | -80.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling