-22.6%
VISN price history and return analytics
+222.7%
-245.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | +0.1% |
| 7D | -1.0% | -0.1% | -0.9% | -0.8% |
| 30D | -1.6% | -0.7% | -0.9% | -0.5% |
| 3M | -7.5% | +4.0% | -11.4% | -13.4% |
| 6M | +29.7% | +12.3% | +17.4% | +5.8% |
| YTD | +27.0% | +14.0% | +13.0% | +1.1% |
| 1Y | +42.2% | +20.3% | +21.9% | +3.4% |
| 3Y | +536.0% | +75.4% | +460.6% | +171.9% |
| 5Y | +56.0% | +66.0% | -10.0% | -23.4% |
| 10Y | -22.6% | +228.2% | -250.8% | -82.0% |
| All | -22.6% | +222.7% | -245.3% | -82.0% |
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