+61.0%
VIV price history and return analytics
+226.9%
-165.8%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.7% |
| 7D | +0.3% | -2.0% | +2.2% | +1.7% |
| 30D | +2.8% | -1.4% | +4.2% | +3.8% |
| 3M | -6.1% | +4.7% | -10.8% | -9.4% |
| 6M | -22.6% | +11.4% | -34.0% | -28.6% |
| YTD | +6.4% | +13.1% | -6.7% | -2.9% |
| 1Y | +3.1% | +19.0% | -15.9% | -9.4% |
| 3Y | +68.4% | +73.9% | -5.5% | +10.3% |
| 5Y | +102.7% | +65.4% | +37.3% | +36.7% |
| All | +61.0% | +226.9% | -165.8% | -49.7% |
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