-24.3%
VIR price history and return analytics
+144.4%
-168.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.3% |
| 7D | -6.7% | -1.1% | -5.6% | -5.9% |
| 30D | +18.5% | -1.0% | +19.5% | +19.5% |
| 3M | +24.6% | +3.2% | +21.5% | +21.4% |
| 6M | +8.1% | +12.5% | -4.3% | -1.1% |
| YTD | +76.1% | +14.1% | +62.1% | +60.1% |
| 1Y | +103.1% | +18.9% | +84.2% | +79.7% |
| 3Y | -1.0% | +74.1% | -75.1% | -29.2% |
| 5Y | -79.5% | +66.9% | -146.3% | -85.7% |
| All | -24.3% | +144.4% | -168.6% | -81.0% |
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