-94.3%
VIVS vs VT
+12.5%
-106.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.5% | -7.1% | -6.8% |
| 7D | -7.6% | -0.1% | -7.4% | -7.2% |
| 30D | -28.1% | -3.1% | -25.1% | -24.1% |
| 3M | -64.1% | -3.5% | -60.6% | -61.7% |
| 6M | -90.7% | +0.5% | -91.2% | -90.3% |
| YTD | -92.9% | +10.8% | -103.6% | -93.1% |
| 1Y | -94.3% | +11.9% | -106.2% | -94.6% |
| All | -94.3% | +12.5% | -106.8% | -94.6% |
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