-69.1%
VIXM price history and return analytics
+223.7%
-292.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.2% | -1.0% |
| 7D | -0.5% | +0.4% | -0.9% | +0.5% |
| 30D | +3.1% | -2.6% | +5.7% | +0.1% |
| 3M | -7.9% | -3.2% | -4.6% | -11.3% |
| 6M | -16.2% | +0.9% | -17.1% | -14.3% |
| YTD | -13.4% | +11.3% | -24.7% | +2.6% |
| 1Y | -19.4% | +14.0% | -33.4% | -1.0% |
| 3Y | -29.0% | +75.8% | -104.9% | +72.6% |
| 5Y | -56.7% | +57.8% | -114.6% | -1.6% |
| 10Y | -69.1% | +219.8% | -288.9% | +135.2% |
| All | -69.1% | +223.7% | -292.8% | +135.2% |
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