+581.5%
VIST vs VT
+139.2%
+442.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.7% | -10.4% | -10.8% |
| 7D | -14.2% | -0.3% | -13.9% | -14.1% |
| 30D | -6.8% | -1.4% | -5.4% | -5.5% |
| 3M | -6.2% | -1.4% | -4.8% | -5.4% |
| 6M | -15.4% | +5.5% | -20.8% | -22.6% |
| YTD | +27.5% | +12.8% | +14.6% | +4.6% |
| 1Y | +27.7% | +15.4% | +12.2% | +1.4% |
| 3Y | +120.2% | +76.9% | +43.4% | -2.6% |
| 5Y | +973.0% | +60.4% | +912.6% | +446.3% |
| All | +581.5% | +139.2% | +442.3% | +112.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling