+953.6%
VRT vs AKAM
-2.4%
+956.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +4.9% | -14.5% | -11.5% |
| 7D | +2.4% | +5.4% | -3.0% | +0.1% |
| 30D | -2.7% | -5.9% | +3.2% | -0.5% |
| 3M | -9.2% | -19.6% | +10.5% | -1.9% |
| 6M | -0.5% | +8.5% | -9.0% | -7.9% |
| YTD | +62.3% | +26.9% | +35.4% | +35.5% |
| 1Y | +109.6% | +41.7% | +67.9% | +62.1% |
| 3Y | +573.1% | +5.8% | +567.3% | +478.6% |
| 5Y | +953.6% | -2.3% | +956.0% | +790.6% |
| All | +953.6% | -2.4% | +956.1% | +790.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AKAM.
Daily Out/Under-Performance
Portfolio return minus AKAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AKAM 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 AKAM 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