-2.7%
VIR price history and return analytics
+138.5%
-141.2%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.6% | +9.1% | +9.6% |
| 7D | +24.0% | +0.4% | +23.7% | +24.1% |
| 30D | +16.6% | -2.6% | +19.2% | +19.6% |
| 3M | +54.7% | -3.2% | +57.9% | +59.7% |
| 6M | +49.6% | +0.9% | +48.7% | +49.3% |
| YTD | +126.3% | +11.3% | +115.0% | +110.8% |
| 1Y | +166.0% | +14.0% | +152.0% | +143.8% |
| 3Y | +67.6% | +75.8% | -8.2% | +20.8% |
| 5Y | -58.0% | +57.8% | -115.8% | -70.0% |
| All | -2.7% | +138.5% | -141.2% | -75.0% |
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 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