+146.9%
VIRT vs VT
+57.0%
+89.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.3% |
| 7D | +10.1% | +2.4% | +7.7% | +8.6% |
| 30D | +6.9% | -1.5% | +8.4% | +7.8% |
| 3M | +4.1% | -4.1% | +8.2% | +6.7% |
| 6M | +11.7% | +0.6% | +11.1% | +10.9% |
| YTD | +80.6% | +11.0% | +69.6% | +68.3% |
| 1Y | +70.2% | +13.3% | +56.9% | +56.6% |
| 3Y | +275.1% | +73.4% | +201.7% | +165.1% |
| All | +146.9% | +57.0% | +89.9% | +73.9% |
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