-7.7%
TSLA vs VRT
+15.2%
-22.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.3% |
| 7D | +15.6% | +18.6% | -3.0% | +11.0% |
| 30D | +5.9% | -11.7% | +17.6% | +7.9% |
| 3M | +21.4% | -27.3% | +48.6% | +28.3% |
| 6M | -8.3% | -42.9% | +34.6% | +0.7% |
| YTD | -11.6% | +29.5% | -41.1% | -17.1% |
| 1Y | -7.7% | +21.0% | -28.7% | -13.0% |
| All | -7.7% | +15.2% | -22.9% | -13.0% |
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