-39.9%
VISN vs VT
+215.5%
-255.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.3% |
| 7D | -16.0% | -2.3% | -13.7% | -11.8% |
| 30D | -9.5% | -5.0% | -4.5% | -0.2% |
| 3M | -4.6% | -4.9% | +0.3% | +4.8% |
| 6M | -21.1% | -1.5% | -19.5% | -18.2% |
| YTD | +9.0% | +8.5% | +0.5% | -4.9% |
| 1Y | +21.1% | +11.4% | +9.7% | +1.3% |
| 3Y | +1,134.6% | +70.1% | +1,064.5% | +462.1% |
| 5Y | +93.1% | +53.7% | +39.4% | +7.5% |
| All | -39.9% | +215.5% | -255.5% | -85.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling