-4.6%
VIPS price history and return analytics
+63.7%
-68.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.6% |
| 7D | -3.8% | -2.0% | -1.8% | -1.4% |
| 30D | -16.1% | -1.4% | -14.7% | -14.6% |
| 3M | -8.2% | +4.7% | -13.0% | -14.0% |
| 6M | -20.3% | +11.4% | -31.6% | -31.2% |
| YTD | -25.9% | +13.1% | -39.0% | -37.4% |
| 1Y | -27.0% | +19.0% | -46.1% | -42.4% |
| 3Y | -6.6% | +73.9% | -80.5% | -58.1% |
| 5Y | -4.6% | +65.4% | -70.0% | -49.9% |
| All | -4.6% | +63.7% | -68.3% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling