+677.3%
VRT vs ACWI
+61.3%
+616.0%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.2% | +5.2% | +3.7% |
| 7D | +0.5% | -0.7% | +1.1% | +3.2% |
| 30D | -13.7% | -2.0% | -11.7% | -8.7% |
| 3M | -26.7% | -2.2% | -24.6% | -21.8% |
| 6M | -43.8% | +1.9% | -45.7% | -44.4% |
| YTD | +27.6% | +12.0% | +15.6% | +4.0% |
| 1Y | +15.5% | +12.5% | +2.9% | -6.2% |
| 3Y | +395.6% | +75.4% | +320.2% | +75.0% |
| 5Y | +677.3% | +61.5% | +615.8% | +231.8% |
| All | +677.3% | +61.3% | +616.0% | +231.8% |
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