+225.6%
VIS price history and return analytics
+219.2%
+6.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.6% | +1.4% | +1.3% |
| 7D | -0.1% | +0.4% | -0.5% | -0.5% |
| 30D | +0.3% | -2.6% | +2.9% | +3.1% |
| 3M | -8.7% | -3.2% | -5.5% | -5.5% |
| 6M | -3.7% | +0.9% | -4.6% | -4.7% |
| YTD | +9.7% | +11.3% | -1.6% | -2.2% |
| 1Y | +10.9% | +14.0% | -3.1% | -3.6% |
| 3Y | +74.3% | +75.8% | -1.5% | -4.6% |
| 5Y | +67.2% | +57.8% | +9.4% | +2.8% |
| All | +225.6% | +219.2% | +6.4% | -3.3% |
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