+379.7%
VRT vs A
+64.5%
+315.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.5% | -4.2% | -3.8% |
| 7D | +10.5% | -0.5% | +11.0% | +10.8% |
| 30D | -9.3% | 0.0% | -9.3% | -8.8% |
| 3M | -29.6% | +16.7% | -46.3% | -33.2% |
| 6M | -45.4% | +54.8% | -100.2% | -54.0% |
| YTD | +24.8% | +28.8% | -4.0% | +13.4% |
| 1Y | +23.6% | +19.3% | +4.3% | +16.5% |
| 3Y | +379.7% | +65.5% | +314.1% | +371.8% |
| All | +379.7% | +64.5% | +315.2% | +371.8% |
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 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