-99.7%
VIVS vs VT
+66.2%
-165.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +0.6% | +1.0% | -0.4% | -0.4% |
| 30D | -40.1% | -0.2% | -39.8% | -39.8% |
| 3M | -76.3% | +4.5% | -80.9% | -77.0% |
| 6M | -84.6% | +14.1% | -98.7% | -86.0% |
| YTD | -84.4% | +14.8% | -99.2% | -86.1% |
| 1Y | -88.7% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling