+50.3%
VISN vs VT
+66.2%
-15.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +5.6% | +0.4% | +5.2% | +4.5% |
| 30D | -9.1% | +1.0% | -10.1% | -10.8% |
| 3M | -9.5% | +2.4% | -11.9% | -13.9% |
| 6M | +31.0% | +12.0% | +19.0% | +1.6% |
| YTD | +26.9% | +15.3% | +11.6% | -7.7% |
| 1Y | +41.5% | +22.6% | +18.9% | -10.3% |
| 3Y | +557.3% | +74.7% | +482.7% | +119.1% |
| All | +50.3% | +66.2% | -15.9% | -44.3% |
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