+611.0%
VRT vs A
+30.8%
+580.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.1% |
| 7D | +9.1% | -1.9% | +11.1% | +9.9% |
| 30D | +0.9% | +6.9% | -6.0% | -1.6% |
| 3M | -13.4% | +9.2% | -22.6% | -16.3% |
| 6M | +11.7% | +25.7% | -14.0% | +1.3% |
| YTD | +73.2% | +11.5% | +61.7% | +65.3% |
| 1Y | +123.4% | +18.4% | +105.1% | +107.1% |
| All | +611.0% | +30.8% | +580.1% | +573.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling