+55.3%
BE vs VRT
+12.3%
+43.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -12.9% | +6.5% | +5.4% |
| 7D | -12.1% | -15.4% | +3.3% | +1.9% |
| 30D | -30.1% | -19.0% | -11.1% | -16.0% |
| 3M | -12.1% | -23.8% | +11.7% | +11.8% |
| 6M | -30.6% | -37.9% | +7.3% | +6.9% |
| YTD | +130.6% | +27.0% | +103.7% | +64.7% |
| 1Y | +55.3% | +13.8% | +41.5% | +33.4% |
| All | +55.3% | +12.3% | +43.0% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling