-72.4%
VITL price history and return analytics
+127.7%
-200.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.2% |
| 7D | -1.8% | -1.1% | -0.7% | -1.0% |
| 30D | -15.5% | -1.0% | -14.5% | -14.9% |
| 3M | -11.5% | +3.2% | -14.6% | -14.0% |
| 6M | -44.7% | +12.5% | -57.2% | -50.2% |
| YTD | -69.5% | +14.1% | -83.6% | -72.9% |
| 1Y | -79.9% | +18.9% | -98.8% | -82.9% |
| 3Y | -11.3% | +74.1% | -85.4% | -46.1% |
| 5Y | -42.8% | +66.9% | -109.7% | -63.4% |
| All | -72.4% | +127.7% | -200.1% | -89.5% |
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 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