-80.3%
VIP price history and return analytics
+73.6%
-153.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.8% |
| 7D | -9.9% | -1.6% | -8.3% | -6.2% |
| 30D | -22.4% | -2.5% | -19.9% | -17.2% |
| 3M | -45.4% | -1.3% | -44.1% | -43.5% |
| 6M | -5.6% | +3.1% | -8.7% | -9.9% |
| YTD | -20.3% | +10.9% | -31.2% | -35.2% |
| 1Y | -35.5% | +12.1% | -47.6% | -48.0% |
| All | -80.3% | +73.6% | -153.9% | -93.3% |
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