+225.1%
VIS price history and return analytics
+217.6%
+7.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | +0.1% | -3.1% | +3.2% | +3.5% |
| 3M | -8.4% | -3.5% | -4.9% | -4.9% |
| 6M | -3.8% | +0.5% | -4.3% | -4.4% |
| YTD | +9.5% | +10.8% | -1.3% | -1.9% |
| 1Y | +9.9% | +11.9% | -2.0% | -2.5% |
| 3Y | +71.5% | +73.0% | -1.5% | -4.5% |
| 5Y | +68.0% | +58.6% | +9.4% | +2.7% |
| 10Y | +225.1% | +219.2% | +5.9% | -2.9% |
| All | +225.1% | +217.6% | +7.4% | -2.9% |
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