+527.4%
VIOO price history and return analytics
+419.2%
+108.2%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.2% |
| 7D | +0.1% | +0.4% | -0.2% | -0.3% |
| 30D | +3.1% | -2.6% | +5.7% | +5.9% |
| 3M | -4.4% | -3.2% | -1.2% | -1.2% |
| 6M | +3.1% | +0.9% | +2.2% | +1.8% |
| YTD | +18.9% | +11.3% | +7.5% | +5.7% |
| 1Y | +21.8% | +14.0% | +7.8% | +5.7% |
| 3Y | +64.2% | +75.8% | -11.7% | -8.7% |
| 5Y | +27.7% | +57.8% | -30.2% | -20.3% |
| 10Y | +168.1% | +219.8% | -51.7% | -14.2% |
| All | +527.4% | +419.2% | +108.2% | +35.1% |
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