-98.0%
VIP price history and return analytics
+226.2%
-324.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | -9.9% | -1.6% | -8.3% | -7.8% |
| 30D | -22.4% | -2.5% | -19.9% | -19.4% |
| 3M | -45.4% | -1.3% | -44.1% | -44.2% |
| 6M | -5.6% | +3.1% | -8.7% | -7.5% |
| YTD | -20.3% | +10.9% | -31.2% | -28.4% |
| 1Y | -35.5% | +12.1% | -47.6% | -42.2% |
| 3Y | -79.2% | +73.9% | -153.1% | -88.4% |
| 5Y | -99.5% | +58.0% | -157.5% | -99.7% |
| All | -98.0% | +226.2% | -324.2% | -99.0% |
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