+31.8%
VISN price history and return analytics
+246.1%
-214.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.4% | +1.3% |
| 7D | -16.0% | -2.3% | -13.7% | -12.0% |
| 30D | -9.5% | -5.0% | -4.5% | -0.8% |
| 3M | -4.6% | -4.9% | +0.3% | +4.2% |
| 6M | -21.1% | -1.5% | -19.5% | -18.3% |
| YTD | +9.0% | +8.5% | +0.5% | -3.8% |
| 1Y | +21.1% | +11.4% | +9.7% | +2.8% |
| 3Y | +1,134.6% | +70.1% | +1,064.5% | +497.4% |
| 5Y | +93.1% | +53.7% | +39.4% | +13.3% |
| 10Y | -38.6% | +220.0% | -258.5% | -84.2% |
| All | +31.8% | +246.1% | -214.3% | -68.2% |
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