-95.6%
VIXM price history and return analytics
+341.6%
-437.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.6% |
| 7D | +4.6% | -2.3% | +6.9% | +1.6% |
| 30D | +9.3% | -5.0% | +14.3% | +2.2% |
| 3M | -2.2% | -4.9% | +2.7% | -8.4% |
| 6M | -11.8% | -1.5% | -10.3% | -13.1% |
| YTD | -9.2% | +8.5% | -17.7% | +4.0% |
| 1Y | -15.9% | +11.4% | -27.3% | +0.3% |
| 3Y | -25.4% | +70.1% | -95.4% | +77.1% |
| 5Y | -53.9% | +53.7% | -107.7% | +3.5% |
| 10Y | -70.3% | +220.0% | -290.3% | +154.4% |
| All | -95.6% | +341.6% | -437.2% | -25.4% |
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