+1,509.8%
VIST vs VT
+66.2%
+1,443.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +5.1% | +0.4% | +4.7% | +4.6% |
| 30D | +15.1% | +1.0% | +14.2% | +14.0% |
| 3M | -3.6% | +2.4% | -6.0% | -6.2% |
| 6M | +23.5% | +12.0% | +11.5% | +8.7% |
| YTD | +51.5% | +15.3% | +36.2% | +29.2% |
| 1Y | +89.4% | +22.6% | +66.8% | +51.1% |
| 3Y | +175.7% | +74.7% | +101.1% | +52.9% |
| All | +1,509.8% | +66.2% | +1,443.6% | +870.5% |
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