+2,723.0%
VRT vs AKAM
+50.1%
+2,672.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AKAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.2% | +5.6% | +4.7% |
| 7D | +9.1% | -2.1% | +11.2% | +9.8% |
| 30D | +0.9% | -13.9% | +14.9% | +5.2% |
| 3M | -13.4% | -33.8% | +20.4% | -3.1% |
| 6M | +11.7% | +2.2% | +9.5% | +8.7% |
| YTD | +73.2% | +20.6% | +52.6% | +57.9% |
| 1Y | +123.4% | +36.3% | +87.1% | +93.8% |
| 3Y | +606.2% | -0.1% | +606.3% | +558.9% |
| 5Y | +899.9% | -7.5% | +907.4% | +812.8% |
| All | +2,723.0% | +50.1% | +2,672.9% | +2,494.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling