+2,723.0%
VRT vs A
+147.3%
+2,575.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.6% | +3.8% | +4.0% |
| 7D | +9.1% | -1.9% | +11.1% | +10.3% |
| 30D | +0.9% | +6.9% | -6.0% | -3.0% |
| 3M | -13.4% | +9.2% | -22.6% | -18.0% |
| 6M | +11.7% | +25.7% | -14.0% | -4.0% |
| YTD | +73.2% | +11.5% | +61.7% | +59.0% |
| 1Y | +123.4% | +18.4% | +105.1% | +97.3% |
| 3Y | +606.2% | +26.6% | +579.6% | +472.5% |
| 5Y | +899.9% | -12.8% | +912.7% | +878.9% |
| All | +2,723.0% | +147.3% | +2,575.8% | +1,831.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling