+213.3%
VIRT price history and return analytics
+65.7%
+147.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | +0.3% | -0.1% | +0.5% | +0.4% |
| 30D | +13.4% | -0.7% | +14.1% | +13.8% |
| 3M | +15.7% | +4.0% | +11.7% | +12.8% |
| 6M | +51.2% | +12.3% | +38.9% | +40.4% |
| YTD | +91.4% | +14.0% | +77.4% | +75.9% |
| 1Y | +68.8% | +20.3% | +48.5% | +49.6% |
| 3Y | +274.7% | +75.4% | +199.2% | +164.4% |
| 5Y | +213.3% | +66.0% | +147.3% | +120.8% |
| All | +213.3% | +65.7% | +147.6% | +120.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling