+6.8%
VRT vs AG
+32.5%
-25.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.7% | +4.9% | +8.2% |
| 7D | -10.6% | +10.8% | -21.4% | -13.5% |
| 30D | -17.4% | -8.2% | -9.3% | -15.4% |
| 3M | -26.4% | -13.7% | -12.7% | -23.6% |
| 6M | -41.0% | -27.3% | -13.7% | -36.8% |
| YTD | +23.8% | -4.6% | +28.4% | +19.6% |
| All | +6.8% | +32.5% | -25.7% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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