+141.0%
VIGI price history and return analytics
+265.8%
-124.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.5% |
| 30D | -1.7% | -0.2% | -1.5% | -1.5% |
| 3M | +5.7% | +4.5% | +1.2% | +1.7% |
| 6M | +8.7% | +14.1% | -5.3% | -2.9% |
| YTD | +8.3% | +14.8% | -6.4% | -3.8% |
| 1Y | +10.6% | +21.2% | -10.6% | -6.3% |
| 3Y | +41.0% | +76.6% | -35.6% | -13.9% |
| 5Y | +24.5% | +66.6% | -42.1% | -20.5% |
| 10Y | +114.6% | +222.3% | -107.7% | -25.0% |
| All | +141.0% | +265.8% | -124.8% | -24.3% |
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