0.0%
VRT vs ACWI
+10.2%
-10.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.6% |
| 7D | -21.4% | -2.4% | -19.0% | -16.1% |
| 30D | -25.8% | -5.2% | -20.6% | -13.8% |
| 3M | -33.5% | -4.8% | -28.7% | -23.2% |
| 6M | -49.0% | -1.3% | -47.7% | -45.4% |
| YTD | +12.9% | +8.4% | +4.6% | -4.6% |
| 1Y | 0.0% | +11.0% | -11.0% | -20.6% |
| All | 0.0% | +10.2% | -10.2% | -20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling