+100.5%
VIV price history and return analytics
+65.1%
+35.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.3% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | -0.8% | -0.7% | -0.1% | -0.4% |
| 3M | -7.0% | +4.0% | -11.0% | -9.2% |
| 6M | -22.6% | +12.3% | -34.9% | -27.6% |
| YTD | +5.2% | +14.0% | -8.8% | -2.4% |
| 1Y | +1.2% | +20.3% | -19.1% | -8.8% |
| 3Y | +66.6% | +75.4% | -8.8% | +21.4% |
| All | +100.5% | +65.1% | +35.4% | +48.6% |
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 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