+170.1%
VRT vs ALAB
+333.4%
-163.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.4% | +2.9% | +2.0% |
| 7D | +18.6% | +26.9% | -8.3% | +9.3% |
| 30D | -11.7% | -30.0% | +18.3% | -0.4% |
| 3M | -27.3% | -28.5% | +1.3% | -19.6% |
| 6M | -42.9% | +11.4% | -54.3% | -47.3% |
| YTD | +29.5% | +36.9% | -7.4% | +5.1% |
| 1Y | +21.0% | +44.4% | -23.3% | -5.0% |
| All | +170.1% | +333.4% | -163.3% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling