+230.1%
VIS price history and return analytics
+215.5%
+14.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.2% |
| 7D | -2.6% | -2.3% | -0.3% | -0.2% |
| 30D | -3.0% | -5.0% | +2.0% | +2.3% |
| 3M | -11.9% | -4.9% | -7.0% | -7.2% |
| 6M | -9.1% | -1.5% | -7.6% | -7.7% |
| YTD | +5.4% | +8.5% | -3.0% | -3.4% |
| 1Y | +7.2% | +11.4% | -4.2% | -4.5% |
| 3Y | +67.1% | +70.1% | -3.0% | -5.3% |
| 5Y | +61.7% | +53.7% | +8.0% | +2.2% |
| All | +230.1% | +215.5% | +14.6% | +2.3% |
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