+2,507.3%
VIPS price history and return analytics
+348.4%
+2,158.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | -7.4% | +2.9% | -10.3% | -10.2% |
| 30D | +0.5% | -2.5% | +3.0% | +2.8% |
| 3M | -10.4% | -3.3% | -7.1% | -7.7% |
| 6M | -11.2% | +1.5% | -12.7% | -13.5% |
| YTD | -23.8% | +11.4% | -35.2% | -32.9% |
| 1Y | -31.4% | +11.9% | -43.3% | -39.9% |
| 3Y | +0.4% | +73.9% | -73.5% | -45.6% |
| 5Y | +11.1% | +57.9% | -46.8% | -31.6% |
| 10Y | +5.9% | +222.6% | -216.7% | -68.7% |
| All | +2,507.3% | +348.4% | +2,158.9% | +584.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling