-6.3%
VIR price history and return analytics
+140.1%
-146.4%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -1.1% |
| 7D | +11.6% | -0.7% | +12.3% | +12.5% |
| 30D | +16.2% | -1.7% | +17.9% | +18.3% |
| 3M | +47.0% | -2.3% | +49.3% | +50.6% |
| 6M | +41.3% | +1.5% | +39.8% | +40.4% |
| YTD | +117.7% | +12.0% | +105.7% | +101.8% |
| 1Y | +129.9% | +12.9% | +117.1% | +112.1% |
| 3Y | +49.4% | +74.9% | -25.6% | +7.6% |
| 5Y | -60.3% | +59.9% | -120.2% | -71.8% |
| All | -6.3% | +140.1% | -146.4% | -76.1% |
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