-99.7%
VIVS vs VT
+66.2%
-165.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | 0.0% | +1.0% | -1.0% | -1.0% |
| 30D | -40.4% | -0.2% | -40.2% | -40.2% |
| 3M | -76.5% | +4.5% | -81.0% | -77.1% |
| 6M | -84.7% | +14.1% | -98.8% | -86.1% |
| YTD | -84.5% | +14.8% | -99.3% | -86.2% |
| 1Y | -88.8% | +21.2% | -109.9% | -90.4% |
| 3Y | -97.9% | +76.6% | -174.5% | -98.8% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.8% |
| All | -99.7% | +66.2% | -165.9% | -99.8% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling