+111.8%
VISN price history and return analytics
+57.4%
+54.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | -2.5% |
| 7D | -13.0% | +0.4% | -13.3% | -12.9% |
| 30D | -6.3% | -2.6% | -3.7% | 0.0% |
| 3M | -9.1% | -3.2% | -5.9% | -2.0% |
| 6M | -15.2% | +0.9% | -16.1% | -16.4% |
| YTD | +12.4% | +11.3% | +1.1% | -11.5% |
| 1Y | +22.4% | +14.0% | +8.4% | -8.4% |
| 3Y | +1,197.5% | +75.8% | +1,121.7% | +329.7% |
| 5Y | +111.8% | +57.8% | +53.9% | -8.5% |
| All | +111.8% | +57.4% | +54.4% | -8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling