+2,826.7%
VRT vs ALB
+59.3%
+2,767.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.9% |
| 7D | +13.6% | -4.4% | +18.0% | +15.0% |
| 30D | +6.8% | -1.2% | +7.9% | +6.7% |
| 3M | -3.2% | -13.3% | +10.1% | +0.5% |
| 6M | +20.3% | -19.8% | +40.1% | +26.7% |
| YTD | +79.6% | -7.9% | +87.5% | +80.5% |
| 1Y | +139.0% | +60.2% | +78.8% | +98.4% |
| 3Y | +644.6% | -26.4% | +671.0% | +630.0% |
| 5Y | +1,024.4% | -42.5% | +1,066.9% | +1,090.8% |
| All | +2,826.7% | +59.3% | +2,767.4% | +2,209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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