-20.3%
VINP price history and return analytics
+89.9%
-110.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -2.0% |
| 7D | -0.7% | -1.1% | +0.4% | +0.4% |
| 30D | +0.6% | -1.0% | +1.6% | +1.6% |
| 3M | -1.0% | +3.2% | -4.2% | -4.3% |
| 6M | -7.6% | +12.5% | -20.1% | -18.2% |
| YTD | -23.8% | +14.1% | -37.9% | -33.4% |
| 1Y | +0.2% | +18.9% | -18.7% | -16.0% |
| 3Y | +9.2% | +74.1% | -64.9% | -38.4% |
| 5Y | -4.1% | +66.9% | -71.0% | -43.0% |
| All | -20.3% | +89.9% | -110.2% | -61.5% |
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