+570.6%
VIS price history and return analytics
+363.9%
+206.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -2.8% |
| 7D | +0.9% | -0.3% | +1.2% | +1.1% |
| 30D | -0.6% | -1.4% | +0.8% | +0.8% |
| 3M | -9.1% | -1.4% | -7.7% | -7.9% |
| 6M | -2.2% | +5.5% | -7.6% | -7.2% |
| YTD | +9.6% | +12.8% | -3.2% | -2.6% |
| 1Y | +11.2% | +15.4% | -4.2% | -3.4% |
| 3Y | +73.1% | +76.9% | -3.8% | -0.7% |
| 5Y | +70.0% | +60.4% | +9.6% | +7.2% |
| 10Y | +251.4% | +232.8% | +18.6% | +12.1% |
| All | +570.6% | +363.9% | +206.7% | +59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling