-97.9%
VIVS vs VT
+75.0%
-172.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.4% | +0.4% | -3.9% | -3.8% |
| 30D | -22.2% | +1.0% | -23.2% | -22.6% |
| 3M | -79.3% | +2.4% | -81.6% | -79.4% |
| 6M | -85.0% | +12.0% | -97.0% | -85.9% |
| YTD | -84.5% | +15.3% | -99.9% | -85.8% |
| 1Y | -87.6% | +22.6% | -110.2% | -89.0% |
| All | -97.9% | +75.0% | -172.9% | -98.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling