+66.7%
VIV price history and return analytics
+76.6%
-9.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | +1.8% | +1.0% | +0.8% | +1.2% |
| 30D | -1.4% | -0.2% | -1.2% | -1.3% |
| 3M | -7.0% | +4.5% | -11.5% | -9.6% |
| 6M | -21.0% | +14.1% | -35.1% | -27.3% |
| YTD | +5.3% | +14.8% | -9.4% | -3.3% |
| 1Y | +1.1% | +21.2% | -20.1% | -10.0% |
| 3Y | +66.7% | +76.6% | -9.8% | +12.6% |
| All | +66.7% | +76.6% | -9.9% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling