-98.0%
VIVO vs VT
+204.6%
-302.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +0.2% | +8.5% | +8.5% |
| 7D | -15.5% | -2.3% | -13.2% | -14.5% |
| 30D | -38.8% | -5.0% | -33.8% | -36.2% |
| 3M | -48.0% | -4.9% | -43.2% | -45.7% |
| 6M | -36.0% | -1.5% | -34.5% | -33.9% |
| YTD | -12.1% | +8.5% | -20.6% | -15.3% |
| 1Y | -37.2% | +11.4% | -48.6% | -40.5% |
| 3Y | +0.5% | +70.1% | -69.6% | -31.3% |
| 5Y | -96.1% | +53.7% | -149.8% | -97.1% |
| 10Y | -98.1% | +220.0% | -318.0% | -98.9% |
| All | -98.0% | +204.6% | -302.5% | -98.8% |
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