+49.5%
VIRC price history and return analytics
+217.6%
-168.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.5% |
| 7D | +1.8% | -0.1% | +1.9% | +1.9% |
| 30D | -3.5% | -3.1% | -0.5% | -2.0% |
| 3M | +5.5% | -3.5% | +9.0% | +7.5% |
| 6M | +4.0% | +0.5% | +3.5% | +3.6% |
| YTD | -1.0% | +10.8% | -11.8% | -6.5% |
| 1Y | -10.2% | +11.9% | -22.1% | -15.6% |
| 3Y | -8.8% | +73.0% | -81.8% | -29.6% |
| 5Y | +93.0% | +58.6% | +34.4% | +53.0% |
| 10Y | +49.5% | +219.2% | -169.7% | -8.4% |
| All | +49.5% | +217.6% | -168.2% | -8.4% |
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