+843.5%
VIST price history and return analytics
+57.4%
+786.1%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -1.7% |
| 7D | -13.7% | +0.4% | -14.0% | -14.0% |
| 30D | -12.9% | -2.6% | -10.3% | -11.0% |
| 3M | -12.5% | -3.2% | -9.2% | -10.3% |
| 6M | -11.5% | +0.9% | -12.4% | -13.3% |
| YTD | +18.7% | +11.3% | +7.4% | +4.1% |
| 1Y | +20.0% | +14.0% | +6.0% | +2.6% |
| 3Y | +121.6% | +75.8% | +45.7% | +21.6% |
| 5Y | +843.5% | +57.8% | +785.6% | +492.5% |
| All | +843.5% | +57.4% | +786.1% | +492.5% |
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