-76.7%
VRRM vs VT
+75.0%
-151.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -7.3% | +0.4% | -7.7% | -7.5% |
| 30D | -27.5% | +1.0% | -28.4% | -27.9% |
| 3M | -5.6% | +2.4% | -7.9% | -7.1% |
| 6M | -75.3% | +12.0% | -87.3% | -77.3% |
| YTD | -81.8% | +15.3% | -97.2% | -83.7% |
| 1Y | -83.7% | +22.6% | -106.3% | -86.2% |
| All | -76.7% | +75.0% | -151.7% | -85.2% |
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