-61.0%
VIOT price history and return analytics
+23.3%
-84.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | 0.0% | -16.2% | -16.2% |
| 7D | +31.0% | +0.4% | +30.6% | +30.1% |
| 30D | +52.0% | +1.0% | +51.0% | +50.1% |
| 3M | +12.9% | +2.4% | +10.5% | +9.9% |
| 6M | -10.7% | +12.0% | -22.7% | -24.5% |
| YTD | -34.0% | +15.3% | -49.3% | -47.1% |
| 1Y | -61.0% | +22.6% | -83.5% | -72.4% |
| All | -61.0% | +23.3% | -84.3% | -72.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling