+274.6%
VRT vs ALAB
+449.6%
-174.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.9% | +10.6% | +6.0% |
| 7D | +13.6% | +3.2% | +10.4% | +12.2% |
| 30D | +6.8% | -13.6% | +20.3% | +11.7% |
| 3M | -3.2% | -16.6% | +13.4% | +0.8% |
| 6M | +20.3% | +142.3% | -122.0% | -15.0% |
| YTD | +79.6% | +73.6% | +6.0% | +35.9% |
| 1Y | +139.0% | +33.7% | +105.3% | +92.5% |
| All | +274.6% | +449.6% | -174.9% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 10y: compounded portfolio wealth divided by compounded ALAB 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…
10y analysis · Full analysis span regression · 6 months rolling