+525.2%
VIOO price history and return analytics
+416.8%
+108.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.1% | -0.1% | +0.3% | +0.3% |
| 30D | +2.7% | -3.1% | +5.8% | +6.0% |
| 3M | -4.2% | -3.5% | -0.7% | -0.7% |
| 6M | +2.8% | +0.5% | +2.3% | +2.0% |
| YTD | +18.4% | +10.8% | +7.7% | +5.9% |
| 1Y | +20.2% | +11.9% | +8.3% | +6.4% |
| 3Y | +61.7% | +73.0% | -11.2% | -8.5% |
| 5Y | +28.5% | +58.6% | -30.1% | -20.2% |
| 10Y | +162.1% | +219.2% | -57.0% | -15.9% |
| All | +525.2% | +416.8% | +108.4% | +35.3% |
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