-82.9%
VIOT price history and return analytics
+145.8%
-228.7%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.1% | +2.0% |
| 7D | +22.8% | -1.1% | +23.9% | +24.1% |
| 30D | +97.2% | -1.0% | +98.2% | +98.8% |
| 3M | +50.5% | +3.2% | +47.4% | +44.6% |
| 6M | +10.5% | +12.5% | -2.0% | -3.0% |
| YTD | -19.0% | +14.1% | -33.0% | -29.9% |
| 1Y | -58.1% | +18.9% | -77.0% | -65.3% |
| 3Y | +49.0% | +74.1% | -25.1% | -20.3% |
| 5Y | -68.6% | +66.9% | -135.4% | -81.9% |
| All | -82.9% | +145.8% | -228.7% | -92.8% |
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