+78.0%
VIDI price history and return analytics
+57.0%
+20.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.2% |
| 7D | +1.2% | +2.4% | -1.1% | -0.8% |
| 30D | -3.3% | -1.5% | -1.8% | -2.0% |
| 3M | -4.2% | -4.1% | -0.1% | -0.7% |
| 6M | -3.4% | +0.6% | -3.9% | -3.7% |
| YTD | +15.2% | +11.0% | +4.2% | +5.8% |
| 1Y | +19.0% | +13.3% | +5.7% | +7.4% |
| 3Y | +92.7% | +73.4% | +19.3% | +22.7% |
| All | +78.0% | +57.0% | +20.9% | +21.4% |
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