+86.0%
VIRC vs VT
+53.2%
+32.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | -1.0% |
| 7D | -4.2% | -4.2% | 0.0% | -1.3% |
| 30D | -9.5% | -5.8% | -3.7% | -5.8% |
| 3M | -1.3% | -5.2% | +4.0% | +2.5% |
| 6M | -1.3% | +0.1% | -1.5% | -1.7% |
| YTD | -5.4% | +8.2% | -13.6% | -11.2% |
| 1Y | -13.0% | +10.1% | -23.1% | -19.3% |
| 3Y | +1.9% | +69.7% | -67.7% | -27.1% |
| 5Y | +86.0% | +53.4% | +32.7% | +38.7% |
| All | +86.0% | +53.2% | +32.8% | +38.7% |
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