+275.4%
VIRT price history and return analytics
+76.6%
+198.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.9% |
| 7D | -3.5% | +1.0% | -4.5% | -4.1% |
| 30D | +13.3% | -0.2% | +13.5% | +13.4% |
| 3M | +19.3% | +4.5% | +14.8% | +15.9% |
| 6M | +55.0% | +14.1% | +40.9% | +41.5% |
| YTD | +91.8% | +14.8% | +77.1% | +74.2% |
| 1Y | +67.2% | +21.2% | +46.0% | +45.5% |
| 3Y | +275.4% | +76.6% | +198.9% | +161.4% |
| All | +275.4% | +76.6% | +198.8% | +161.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling