+2,826.7%
VRT vs A
+140.7%
+2,686.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.7% | +6.3% | +5.1% |
| 7D | +13.6% | -2.1% | +15.7% | +14.8% |
| 30D | +6.8% | +0.6% | +6.2% | +6.1% |
| 3M | -3.2% | +10.9% | -14.1% | -9.3% |
| 6M | +20.3% | +28.2% | -7.8% | +2.1% |
| YTD | +79.6% | +8.6% | +71.0% | +67.2% |
| 1Y | +139.0% | +15.5% | +123.5% | +113.7% |
| 3Y | +644.6% | +31.8% | +612.8% | +485.8% |
| 5Y | +1,024.4% | -14.9% | +1,039.2% | +1,014.8% |
| All | +2,826.7% | +140.7% | +2,686.0% | +1,929.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling