+26.0%
V vs VRT
+5.7%
+20.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.2% |
| 7D | +0.8% | -17.7% | +18.5% | -0.2% |
| 30D | +9.9% | -20.0% | +29.9% | +8.9% |
| 3M | +17.5% | -28.1% | +45.6% | +16.0% |
| 6M | +33.5% | -42.8% | +76.3% | +31.1% |
| YTD | +21.6% | +20.0% | +1.6% | +18.5% |
| All | +26.0% | +5.7% | +20.4% | +22.5% |
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