+191.8%
VIST vs VT
+75.0%
+116.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +5.1% | +0.4% | +4.7% | +4.7% |
| 30D | +15.1% | +1.0% | +14.2% | +14.1% |
| 3M | -3.6% | +2.4% | -6.0% | -5.8% |
| 6M | +23.5% | +12.0% | +11.5% | +10.4% |
| YTD | +51.5% | +15.3% | +36.2% | +30.8% |
| 1Y | +89.4% | +22.6% | +66.8% | +52.1% |
| All | +191.8% | +75.0% | +116.8% | +69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling