-99.8%
VIVS vs VT
+57.0%
-156.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.9% | -6.8% |
| 7D | -7.1% | +2.4% | -9.5% | -9.1% |
| 30D | -18.7% | -1.5% | -17.2% | -16.9% |
| 3M | -60.6% | -4.1% | -56.5% | -58.6% |
| 6M | -90.0% | +0.6% | -90.6% | -89.8% |
| YTD | -92.8% | +11.0% | -103.9% | -93.3% |
| 1Y | -93.9% | +13.3% | -107.3% | -94.4% |
| 3Y | -99.2% | +73.4% | -172.6% | -99.6% |
| All | -99.8% | +57.0% | -156.8% | -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