-87.3%
VRRM vs VT
+76.6%
-163.9%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.7% | -8.5% | -7.9% |
| 7D | -21.0% | -0.3% | -20.7% | -20.8% |
| 30D | -13.6% | -1.4% | -12.2% | -12.7% |
| 3M | -55.6% | -1.4% | -54.2% | -55.1% |
| 6M | -83.2% | +5.5% | -88.6% | -83.8% |
| YTD | -88.9% | +12.8% | -101.8% | -89.9% |
| 1Y | -89.2% | +15.4% | -104.6% | -90.4% |
| All | -87.3% | +76.6% | -163.9% | -92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling