+56.8%
VIV price history and return analytics
+360.7%
-303.9%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.1% | +4.2% | +4.4% |
| 7D | +8.6% | -0.7% | +9.3% | +9.1% |
| 30D | +1.5% | -1.7% | +3.2% | +2.7% |
| 3M | +7.0% | -2.3% | +9.3% | +8.7% |
| 6M | -11.5% | +1.5% | -13.0% | -12.9% |
| YTD | +10.7% | +12.0% | -1.3% | +0.7% |
| 1Y | -0.2% | +12.9% | -13.1% | -9.8% |
| 3Y | +43.8% | +74.9% | -31.2% | -9.8% |
| 5Y | +85.8% | +59.9% | +25.9% | +23.2% |
| 10Y | +91.2% | +224.6% | -133.4% | -31.1% |
| All | +56.8% | +360.7% | -303.9% | -58.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling