-96.0%
VIVO vs VT
+221.4%
-317.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +5.1% |
| 7D | +6.8% | +1.0% | +5.8% | +5.7% |
| 30D | +0.7% | -0.2% | +1.0% | +1.2% |
| 3M | -14.7% | +4.5% | -19.2% | -17.5% |
| 6M | +103.5% | +14.1% | +89.4% | +84.1% |
| YTD | +79.7% | +14.8% | +64.9% | +63.4% |
| 1Y | -18.1% | +21.2% | -39.3% | -28.6% |
| 3Y | -9.6% | +76.6% | -86.1% | -44.0% |
| 5Y | -92.4% | +66.6% | -159.0% | -95.0% |
| 10Y | -96.0% | +222.3% | -318.2% | -98.0% |
| All | -96.0% | +221.4% | -317.4% | -98.0% |
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