+131.5%
VIRT vs VT
+53.4%
+78.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +0.3% | -2.3% | +2.6% | +1.5% |
| 30D | -8.3% | -5.0% | -3.4% | -5.7% |
| 3M | -2.6% | -4.9% | +2.2% | +0.2% |
| 6M | +8.3% | -1.5% | +9.9% | +8.9% |
| YTD | +64.1% | +8.5% | +55.6% | +55.0% |
| 1Y | +57.0% | +11.4% | +45.6% | +45.8% |
| 3Y | +227.8% | +70.1% | +157.7% | +134.1% |
| All | +131.5% | +53.4% | +78.1% | +66.4% |
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