-97.9%
VTIX vs VT
+4.2%
-102.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | +3.1% |
| 7D | -14.6% | -4.2% | -10.4% | -7.5% |
| 30D | -56.1% | -5.8% | -50.3% | -50.7% |
| 3M | -70.7% | -5.2% | -65.4% | -67.2% |
| 6M | -86.4% | +0.1% | -86.6% | -86.1% |
| All | -97.9% | +4.2% | -102.1% | -97.6% |
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 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