+115.9%
VIGI price history and return analytics
+229.8%
-113.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.1% |
| 7D | -2.5% | -1.1% | -1.3% | -1.5% |
| 30D | -2.3% | -1.0% | -1.4% | -1.5% |
| 3M | +3.9% | +3.2% | +0.7% | +1.1% |
| 6M | +8.4% | +12.5% | -4.1% | -2.1% |
| YTD | +7.4% | +14.1% | -6.7% | -4.1% |
| 1Y | +9.5% | +18.9% | -9.4% | -5.6% |
| 3Y | +38.7% | +74.1% | -35.4% | -14.0% |
| 5Y | +23.7% | +66.9% | -43.2% | -20.9% |
| All | +115.9% | +229.8% | -113.8% | -23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling