+14.9%
VIOT price history and return analytics
+74.2%
-59.2%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.3% |
| 7D | -39.3% | -0.1% | -39.2% | -39.4% |
| 30D | +45.9% | -0.7% | +46.6% | +46.6% |
| 3M | +17.4% | +4.0% | +13.4% | +13.6% |
| 6M | -12.2% | +12.3% | -24.5% | -19.8% |
| YTD | -37.5% | +14.0% | -51.5% | -43.4% |
| 1Y | -65.6% | +20.3% | -85.9% | -69.8% |
| All | +14.9% | +74.2% | -59.2% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling