+542.8%
VRT vs ACWI
+55.1%
+487.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | -3.8% | -10.2% | -5.4% |
| 7D | -28.1% | -4.0% | -24.1% | -21.0% |
| 30D | -30.2% | -5.8% | -24.4% | -19.5% |
| 3M | -36.4% | -5.0% | -31.4% | -27.7% |
| 6M | -48.2% | +0.7% | -48.9% | -47.4% |
| YTD | +9.2% | +8.4% | +0.7% | -4.7% |
| 1Y | -7.2% | +10.1% | -17.3% | -21.0% |
| 3Y | +338.7% | +70.8% | +267.9% | +64.3% |
| 5Y | +542.8% | +55.4% | +487.5% | +196.0% |
| All | +542.8% | +55.1% | +487.8% | +196.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling