+905.2%
VRT vs ACWI
+67.7%
+837.6%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.4% | +4.4% |
| 7D | +9.1% | +0.5% | +8.6% | +8.0% |
| 30D | +0.9% | +0.9% | +0.1% | -0.9% |
| 3M | -13.4% | +2.4% | -15.8% | -16.4% |
| 6M | +11.7% | +12.4% | -0.7% | -11.6% |
| YTD | +73.2% | +15.2% | +58.1% | +31.0% |
| 1Y | +123.4% | +22.7% | +100.7% | +49.2% |
| 3Y | +606.2% | +75.8% | +530.4% | +147.0% |
| All | +905.2% | +67.7% | +837.6% | +285.8% |
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