+27.1%
V vs VRT
+6.7%
+20.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.6% | -9.7% | +0.3% |
| 7D | -0.8% | -10.6% | +9.8% | -1.3% |
| 30D | +9.5% | -17.4% | +27.0% | +8.7% |
| 3M | +16.7% | -26.4% | +43.1% | +15.3% |
| 6M | +32.9% | -41.0% | +74.0% | +30.7% |
| YTD | +21.1% | +23.8% | -2.7% | +18.7% |
| All | +27.1% | +6.7% | +20.3% | +24.3% |
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