+107.3%
VMI price history and return analytics
+65.7%
+41.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.1% |
| 7D | +3.6% | -0.1% | +3.8% | +3.8% |
| 30D | -2.3% | -0.7% | -1.7% | -1.6% |
| 3M | -9.8% | +4.0% | -13.7% | -13.3% |
| 6M | +12.2% | +12.3% | -0.1% | -0.7% |
| YTD | +19.9% | +14.0% | +5.9% | +4.7% |
| 1Y | +30.1% | +20.3% | +9.8% | +7.7% |
| 3Y | +104.1% | +75.4% | +28.7% | +17.4% |
| 5Y | +107.3% | +66.0% | +41.4% | +27.5% |
| All | +107.3% | +65.7% | +41.7% | +27.5% |
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 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