-96.0%
VIVO vs VT
+223.8%
-319.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.7% | -0.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.5% |
| 30D | +2.9% | +1.0% | +1.9% | +2.3% |
| 3M | -33.5% | +2.4% | -35.9% | -33.8% |
| 6M | +81.8% | +12.0% | +69.8% | +69.0% |
| YTD | +71.7% | +15.3% | +56.4% | +57.3% |
| 1Y | -19.1% | +22.6% | -41.7% | -29.0% |
| 3Y | -15.4% | +74.7% | -90.1% | -43.9% |
| 5Y | -93.1% | +66.1% | -159.3% | -95.2% |
| 10Y | -96.1% | +225.0% | -321.1% | -97.9% |
| All | -96.0% | +223.8% | -319.8% | -97.8% |
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