+151.3%
VIDI price history and return analytics
+264.7%
-113.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +1.4% | +1.0% | +0.3% | +0.4% |
| 30D | +3.4% | -0.2% | +3.6% | +3.6% |
| 3M | +5.6% | +4.5% | +1.1% | +1.4% |
| 6M | +16.1% | +14.1% | +2.0% | +2.7% |
| YTD | +24.1% | +14.8% | +9.3% | +9.2% |
| 1Y | +35.7% | +21.2% | +14.6% | +13.5% |
| 3Y | +106.1% | +76.6% | +29.5% | +20.3% |
| 5Y | +89.7% | +66.6% | +23.2% | +16.3% |
| 10Y | +172.1% | +222.3% | -50.1% | -12.9% |
| All | +151.3% | +264.7% | -113.3% | -29.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling