-18.1%
VIVO vs VT
+21.4%
-39.5%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +6.2% |
| 7D | +6.8% | +1.0% | +5.8% | +3.3% |
| 30D | +0.7% | -0.2% | +1.0% | +2.0% |
| 3M | -14.7% | +4.5% | -19.2% | -23.9% |
| 6M | +103.5% | +14.1% | +89.4% | +52.1% |
| YTD | +79.7% | +14.8% | +64.9% | +35.4% |
| 1Y | -18.1% | +21.2% | -39.3% | -43.3% |
| All | -18.1% | +21.4% | -39.5% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling