-29.0%
VIR price history and return analytics
+137.9%
-166.9%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.8% | -0.3% | -17.5% | -17.6% |
| 7D | -18.4% | +2.4% | -20.8% | -19.7% |
| 30D | -4.3% | -1.5% | -2.8% | -2.6% |
| 3M | +10.7% | -4.1% | +14.8% | +15.2% |
| 6M | +6.8% | +0.6% | +6.2% | +7.0% |
| YTD | +65.2% | +11.0% | +54.1% | +54.3% |
| 1Y | +82.1% | +13.3% | +68.7% | +67.6% |
| 3Y | +8.5% | +73.4% | -64.9% | -21.2% |
| 5Y | -69.9% | +57.4% | -127.4% | -78.5% |
| All | -29.0% | +137.9% | -166.9% | -81.7% |
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 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