+78.8%
VIV price history and return analytics
+57.5%
+21.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.7% |
| 7D | +6.1% | -0.1% | +6.2% | +6.1% |
| 30D | -4.0% | -3.1% | -0.9% | -2.4% |
| 3M | -0.9% | -3.5% | +2.6% | +0.9% |
| 6M | -20.6% | +0.5% | -21.1% | -21.0% |
| YTD | +5.1% | +10.8% | -5.6% | -0.9% |
| 1Y | -1.0% | +11.9% | -12.9% | -7.1% |
| 3Y | +36.5% | +73.0% | -36.5% | +1.1% |
| 5Y | +78.8% | +58.6% | +20.2% | +32.7% |
| All | +78.8% | +57.5% | +21.2% | +32.7% |
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 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