+82.1%
VIR price history and return analytics
+11.9%
+70.2%
-27.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.8% | -0.3% | -17.5% | -17.3% |
| 7D | -18.4% | +2.4% | -20.8% | -21.1% |
| 30D | -4.3% | -1.5% | -2.8% | -1.4% |
| 3M | +10.7% | -4.1% | +14.8% | +18.9% |
| 6M | +6.8% | +0.6% | +6.2% | +6.0% |
| YTD | +65.2% | +11.0% | +54.1% | +42.0% |
| 1Y | +82.1% | +13.3% | +68.7% | +51.9% |
| All | +82.1% | +11.9% | +70.2% | +51.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling